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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 | $173,881 | $80,983+114.7% | $96,544+80.1% | $75,177+131.3% |
| Participation rate | 15.4% | 71.8%-56.4pp | 76.0%-60.6pp | 67.2%-51.8pp |
| Annual return | 21.79% | 27.05%-5.3pp | 25.88%-4.1pp | 160.75%-139.0pp |
| Employer contribution / active EE | $896 | $2,282-60.8% | $2,966-69.8% | $2,671-66.5% |
| Participant deferral / active EE | $2,380 | $3,929-39.4% | $4,851-50.9% | $4,126-42.3% |
| Admin fee / account holder | $1,087 | $6,717-83.8% | $8,254-86.8% | $5,651-80.8% |