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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 | $176,806 | $87,059+103.1% | $105,608+67.4% | $80,925+118.5% |
| Participation rate | 62.8% | 70.4%-7.7pp | 75.3%-12.5pp | 67.7%-4.9pp |
| Annual return | 15.81% | 17.05%-1.2pp | 116.50%-100.7pp | 35.65%-19.8pp |
| Employer contribution / active EE | $1,063 | $2,396-55.7% | $3,167-66.4% | $2,756-61.4% |
| Participant deferral / active EE | $4,313 | $3,986+8.2% | $5,010-13.9% | $4,299+0.3% |
| Admin fee / account holder | $4,566 | $8,443-45.9% | $11,028-58.6% | $6,940-34.2% |