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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 | $176,325 | $76,371+130.9% | $93,621+88.3% | $72,975+141.6% |
| Participation rate | 50.0% | 71.8%-21.8pp | 75.8%-25.8pp | 69.5%-19.5pp |
| Annual return | 27.27% | 25.82%+1.5pp | 32.76%-5.5pp | 81.01%-53.7pp |
| Employer contribution / active EE | $1,332 | $2,276-41.5% | $2,719-51.0% | $2,440-45.4% |
| Participant deferral / active EE | $4,118 | $3,538+16.4% | $4,070+1.2% | $3,608+14.1% |
| Admin fee / account holder | $4,782 | $6,839-30.1% | $7,890-39.4% | $5,124-6.7% |