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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 | $182,796 | $53,774+239.9% | $134,162+36.3% | $79,856+128.9% |
| Participation rate | 35.4% | 58.8%-23.4pp | 72.2%-36.8pp | 69.6%-34.3pp |
| Annual return | 14.98% | 19.01%-4.0pp | 36.35%-21.4pp | 31.71%-16.7pp |
| Employer contribution / active EE | $602 | $1,322-54.4% | $3,705-83.7% | $2,471-75.6% |
| Participant deferral / active EE | $1,902 | $2,420-21.4% | $3,500-45.7% | $3,741-49.2% |
| Admin fee / account holder | $1,183 | $3,985-70.3% | $6,685-82.3% | $5,306-77.7% |