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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 | $159,911 | $81,504+96.2% | $102,437+56.1% | $80,959+97.5% |
| Participation rate | 57.7% | 66.9%-9.2pp | 74.5%-16.8pp | 67.7%-10.0pp |
| Annual return | 16.55% | 25.60%-9.0pp | 24.95%-8.4pp | 35.67%-19.1pp |
| Employer contribution / active EE | $1,737 | $3,104-44.0% | $3,871-55.1% | $2,757-37.0% |
| Participant deferral / active EE | $4,329 | $3,871+11.8% | $5,060-14.4% | $4,300+0.7% |
| Admin fee / account holder | $2,550 | $6,719-62.1% | $8,388-69.6% | $6,925-63.2% |