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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 | $168,198 | $87,166+93.0% | $76,735+119.2% | $137,256+22.5% |
| Participation rate | 57.1% | 74.4%-17.2pp | 69.5%-12.4pp | 80.0%-22.8pp |
| Annual return | 14.64% | 26.50%-11.9pp | 29.77%-15.1pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,297 | $2,904-20.9% | $2,454-6.4% | $4,156-44.7% |
| Participant deferral / active EE | $10,080 | $4,726+113.3% | $4,088+146.6% | $6,407+57.3% |
| Admin fee / account holder | $1,579 | $8,403-81.2% | $7,189-78.0% | $12,270-87.1% |