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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 | $171,070 | $73,787+131.8% | $98,716+73.3% | $82,448+107.5% |
| Participation rate | 47.8% | 61.4%-13.6pp | 69.3%-21.5pp | 68.1%-20.2pp |
| Annual return | 14.20% | 18.57%-4.4pp | 31.81%-17.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $565 | $1,511-62.6% | $2,279-75.2% | $2,551-77.8% |
| Participant deferral / active EE | $2,869 | $3,081-6.9% | $4,048-29.1% | $4,139-30.7% |
| Admin fee / account holder | $6,270 | $6,500-3.5% | $8,703-28.0% | $7,234-13.3% |