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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 | $171,512 | $57,073+200.5% | $85,126+101.5% | $80,925+111.9% |
| Participation rate | 43.2% | 56.4%-13.2pp | 67.5%-24.3pp | 67.7%-24.4pp |
| Annual return | 14.57% | 21.69%-7.1pp | 66.63%-52.1pp | 35.65%-21.1pp |
| Employer contribution / active EE | $1,503 | $1,801-16.5% | $2,731-45.0% | $2,756-45.5% |
| Participant deferral / active EE | $4,595 | $3,113+47.6% | $4,523+1.6% | $4,299+6.9% |
| Admin fee / account holder | $2,153 | $4,988-56.8% | $6,160-65.1% | $6,940-69.0% |