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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 | $174,515 | $65,703+165.6% | $94,228+85.2% | $59,633+192.6% |
| Participation rate | 55.2% | 72.1%-16.9pp | 78.8%-23.6pp | 68.7%-13.5pp |
| Annual return | 7.54% | 5.22%+2.3pp | 10.68%-3.1pp | 2041.40%-2033.9pp |
| Employer contribution / active EE | $407 | $2,021-79.9% | $3,587-88.7% | $2,203-81.5% |
| Participant deferral / active EE | $4,070 | $3,143+29.5% | $4,320-5.8% | $3,192+27.5% |
| Admin fee / account holder | $2,398 | $4,264-43.8% | $6,269-61.7% | $4,297-44.2% |