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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 | $177,345 | $95,453+85.8% | $112,040+58.3% | $82,448+115.1% |
| Participation rate | 35.6% | 72.8%-37.1pp | 76.5%-40.9pp | 68.1%-32.4pp |
| Annual return | 17.51% | 23.92%-6.4pp | 24.52%-7.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,786 | $2,318-22.9% | $2,954-39.5% | $2,551-30.0% |
| Participant deferral / active EE | $4,656 | $4,224+10.2% | $5,098-8.7% | $4,139+12.5% |
| Admin fee / account holder | $1,560 | $9,013-82.7% | $12,098-87.1% | $7,234-78.4% |