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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 | $163,079 | $51,202+218.5% | $70,548+131.2% | $75,181+116.9% |
| Participation rate | 31.0% | 61.0%-29.9pp | 68.3%-37.3pp | 67.2%-36.2pp |
| Annual return | 23.14% | 30.05%-6.9pp | 32.78%-9.6pp | 160.69%-137.5pp |
| Employer contribution / active EE | $1,337 | $1,827-26.8% | $2,975-55.1% | $2,671-49.9% |
| Participant deferral / active EE | $3,024 | $2,850+6.1% | $4,567-33.8% | $4,126-26.7% |
| Admin fee / account holder | $3,473 | $4,094-15.2% | $6,424-45.9% | $5,650-38.5% |