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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 | $169,371 | $51,638+228.0% | $68,368+147.7% | $82,448+105.4% |
| Participation rate | 34.1% | 63.6%-29.5pp | 73.8%-39.6pp | 68.1%-33.9pp |
| Annual return | 15.03% | 37.53%-22.5pp | 292.57%-277.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,408 | $2,047-31.2% | $2,649-46.8% | $2,551-44.8% |
| Participant deferral / active EE | $3,482 | $2,914+19.5% | $4,123-15.5% | $4,139-15.9% |
| Admin fee / account holder | $5,878 | $4,643+26.6% | $5,150+14.1% | $7,234-18.7% |