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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 | $148,471 | $72,486+104.8% | $87,103+70.5% | $72,976+103.5% |
| Participation rate | 60.7% | 72.8%-12.1pp | 76.9%-16.2pp | 69.5%-8.8pp |
| Annual return | 21.20% | 24.46%-3.3pp | 28.19%-7.0pp | 81.02%-59.8pp |
| Employer contribution / active EE | $1,762 | $1,894-7.0% | $2,521-30.1% | $2,440-27.8% |
| Participant deferral / active EE | $3,100 | $3,270-5.2% | $4,049-23.4% | $3,608-14.1% |
| Admin fee / account holder | $11,497 | $5,055+127.5% | $7,491+53.5% | $5,124+124.4% |