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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 | $174,568 | $78,015+123.8% | $178,505-2.2% | $80,959+115.6% |
| Participation rate | 46.4% | 65.7%-19.2pp | 77.1%-30.7pp | 67.7%-21.2pp |
| Annual return | 16.69% | 18.10%-1.4pp | 27.16%-10.5pp | 35.67%-19.0pp |
| Employer contribution / active EE | $1,467 | $2,281-35.7% | $3,955-62.9% | $2,757-46.8% |
| Participant deferral / active EE | $5,124 | $4,406+16.3% | $6,280-18.4% | $4,300+19.2% |
| Admin fee / account holder | $1,759 | $7,160-75.4% | $10,428-83.1% | $6,925-74.6% |