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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 | $176,226 | $106,524+65.4% | $152,301+15.7% | $87,485+101.4% |
| Participation rate | 63.2% | 75.8%-12.6pp | 82.4%-19.3pp | 68.9%-5.8pp |
| Annual return | 17.96% | 26.89%-8.9pp | 80.50%-62.5pp | 26.06%-8.1pp |
| Employer contribution / active EE | $2,754 | $3,371-18.3% | $4,624-40.5% | $2,596+6.1% |
| Participant deferral / active EE | $7,047 | $6,525+8.0% | $8,004-12.0% | $4,274+64.9% |
| Admin fee / account holder | $1,560 | $8,287-81.2% | $14,398-89.2% | $7,775-79.9% |