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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 | $172,940 | $87,166+98.4% | $76,735+125.4% | $137,256+26.0% |
| Participation rate | 55.6% | 74.4%-18.8pp | 69.5%-13.9pp | 80.0%-24.4pp |
| Annual return | 16.00% | 26.50%-10.5pp | 29.77%-13.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,136 | $2,904-60.9% | $2,454-53.7% | $4,156-72.7% |
| Participant deferral / active EE | $3,244 | $4,726-31.4% | $4,088-20.6% | $6,407-49.4% |
| Admin fee / account holder | $3,546 | $8,403-57.8% | $7,189-50.7% | $12,270-71.1% |