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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 | $179,605 | $141,001+27.4% | $112,228+60.0% | $139,487+28.8% |
| Participation rate | 60.9% | 79.2%-18.3pp | 72.4%-11.6pp | 80.3%-19.5pp |
| Annual return | 35.84% | 32.75%+3.1pp | 30.23%+5.6pp | 373.84%-338.0pp |
| Employer contribution / active EE | $1,380 | $4,285-67.8% | $3,432-59.8% | $4,755-71.0% |
| Participant deferral / active EE | $4,186 | $5,877-28.8% | $4,800-12.8% | $6,713-37.6% |
| Admin fee / account holder | $3,124 | $9,959-68.6% | $7,752-59.7% | $11,407-72.6% |