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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,040 | $86,940+97.9% | $102,434+68.0% | $80,935+112.6% |
| Participation rate | 33.3% | 72.4%-39.1pp | 76.5%-43.2pp | 67.7%-34.3pp |
| Annual return | 12.27% | 18.89%-6.6pp | 29.46%-17.2pp | 35.66%-23.4pp |
| Employer contribution / active EE | $1,512 | $2,370-36.2% | $3,023-50.0% | $2,757-45.1% |
| Participant deferral / active EE | $3,849 | $4,121-6.6% | $5,055-23.9% | $4,299-10.5% |
| Admin fee / account holder | $1,240 | $8,047-84.6% | $9,462-86.9% | $6,924-82.1% |