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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 | $166,603 | $114,712+45.2% | $173,730-4.1% | $87,485+90.4% |
| Participation rate | 52.6% | 73.0%-20.4pp | 79.6%-26.9pp | 68.9%-16.3pp |
| Annual return | 14.42% | 20.18%-5.8pp | 19.96%-5.5pp | 26.06%-11.6pp |
| Employer contribution / active EE | $975 | $2,904-66.4% | $4,577-78.7% | $2,596-62.4% |
| Participant deferral / active EE | $2,575 | $4,642-44.5% | $6,326-59.3% | $4,274-39.8% |
| Admin fee / account holder | $2,719 | $10,210-73.4% | $17,523-84.5% | $7,775-65.0% |