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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 | $166,442 | $37,156+348.0% | $83,854+98.5% | $86,983+91.4% |
| Participation rate | 16.3% | 49.1%-32.8pp | 59.1%-42.8pp | 69.5%-53.3pp |
| Annual return | 13.98% | 29.88%-15.9pp | 31.39%-17.4pp | 25.83%-11.9pp |
| Employer contribution / active EE | $445 | $661-32.6% | $1,017-56.2% | $2,584-82.8% |
| Participant deferral / active EE | $1,720 | $1,418+21.3% | $2,035-15.5% | $4,194-59.0% |
| Admin fee / account holder | $1,277 | $2,510-49.1% | $3,197-60.1% | $7,856-83.8% |