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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 | $174,916 | $126,661+38.1% | $113,397+54.3% | $138,895+25.9% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.5%-16.5pp | 79.9%-19.9pp |
| Annual return | 13.05% | 25.05%-12.0pp | 23.20%-10.2pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,871 | $3,456-45.9% | $2,977-37.1% | $4,194-55.4% |
| Participant deferral / active EE | $4,484 | $5,693-21.2% | $5,076-11.7% | $6,396-29.9% |
| Admin fee / account holder | $12,377 | $14,549-14.9% | $11,957+3.5% | $12,562-1.5% |