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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 | $175,952 | $87,166+101.9% | $76,735+129.3% | $137,256+28.2% |
| Participation rate | 37.5% | 74.4%-36.9pp | 69.5%-32.0pp | 80.0%-42.5pp |
| Annual return | 18.30% | 26.50%-8.2pp | 29.77%-11.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,013 | $2,904-65.1% | $2,454-58.7% | $4,156-75.6% |
| Participant deferral / active EE | $3,795 | $4,726-19.7% | $4,088-7.2% | $6,407-40.8% |
| Admin fee / account holder | $1,499 | $8,403-82.2% | $7,189-79.1% | $12,270-87.8% |