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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 | $180,762 | $93,064+94.2% | $74,577+142.4% | $273,972-34.0% |
| Participation rate | 61.1% | 74.9%-13.8pp | 68.1%-7.0pp | 83.0%-21.9pp |
| Annual return | 6.20% | 26.18%-20.0pp | 20.47%-14.3pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,599 | $3,160-49.4% | $2,525-36.7% | $4,869-67.2% |
| Participant deferral / active EE | $2,635 | $4,160-36.7% | $3,458-23.8% | $5,287-50.2% |
| Admin fee / account holder | $3,153 | $5,273-40.2% | $4,138-23.8% | $10,133-68.9% |