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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 | $171,786 | $81,487+110.8% | $102,412+67.7% | $80,935+112.3% |
| Participation rate | 23.5% | 66.8%-43.3pp | 74.5%-51.0pp | 67.7%-44.1pp |
| Annual return | 11.31% | 25.60%-14.3pp | 24.94%-13.6pp | 35.66%-24.3pp |
| Employer contribution / active EE | $1,267 | $3,103-59.2% | $3,870-67.3% | $2,757-54.0% |
| Participant deferral / active EE | $2,454 | $3,871-36.6% | $5,060-51.5% | $4,299-42.9% |
| Admin fee / account holder | $8,701 | $6,717+29.5% | $8,388+3.7% | $6,924+25.7% |