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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 | $61,125+177.1% | $94,057+80.1% | $87,485+93.6% |
| Participation rate | 34.1% | 64.1%-29.9pp | 73.3%-39.2pp | 68.9%-34.8pp |
| Annual return | 15.03% | 35.20%-20.2pp | 480.62%-465.6pp | 26.06%-11.0pp |
| Employer contribution / active EE | $1,408 | $2,136-34.1% | $2,933-52.0% | $2,596-45.8% |
| Participant deferral / active EE | $3,482 | $3,260+6.8% | $4,709-26.1% | $4,274-18.5% |
| Admin fee / account holder | $5,878 | $5,629+4.4% | $7,244-18.9% | $7,775-24.4% |