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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 | $143,684 | $106,974+34.3% | $90,796+58.2% | $138,895+3.4% |
| Participation rate | 16.7% | 74.9%-58.2pp | 69.5%-52.8pp | 79.9%-63.3pp |
| Annual return | 16.82% | 20.10%-3.3pp | 19.29%-2.5pp | 145.39%-128.6pp |
| Employer contribution / active EE | $865 | $2,609-66.9% | $2,294-62.3% | $4,194-79.4% |
| Participant deferral / active EE | $2,653 | $4,455-40.4% | $3,822-30.6% | $6,396-58.5% |
| Admin fee / account holder | $11,170 | $8,626+29.5% | $7,024+59.0% | $12,562-11.1% |