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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 | $76,834+122.6% | $108,359+57.9% | $87,485+95.5% |
| Participation rate | 47.8% | 61.7%-13.9pp | 70.1%-22.3pp | 68.9%-21.1pp |
| Annual return | 14.20% | 19.09%-4.9pp | 36.89%-22.7pp | 26.06%-11.9pp |
| Employer contribution / active EE | $565 | $1,556-63.7% | $2,399-76.4% | $2,596-78.2% |
| Participant deferral / active EE | $2,869 | $3,100-7.5% | $4,137-30.7% | $4,274-32.9% |
| Admin fee / account holder | $6,270 | $6,537-4.1% | $9,741-35.6% | $7,775-19.4% |