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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 | $181,168 | $63,845+183.8% | $81,370+122.6% | $80,959+123.8% |
| Participation rate | 46.9% | 63.9%-16.9pp | 69.5%-22.6pp | 67.7%-20.7pp |
| Annual return | 11.55% | 16.37%-4.8pp | 24.85%-13.3pp | 35.67%-24.1pp |
| Employer contribution / active EE | $2,151 | $1,980+8.7% | $2,464-12.7% | $2,757-22.0% |
| Participant deferral / active EE | $4,564 | $3,093+47.6% | $3,885+17.5% | $4,300+6.1% |
| Admin fee / account holder | $2,197 | $5,688-61.4% | $5,749-61.8% | $6,925-68.3% |