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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 | $162,366 | $97,550+66.4% | $120,344+34.9% | $87,485+85.6% |
| Participation rate | 54.8% | 72.8%-18.0pp | 76.7%-21.9pp | 68.9%-14.1pp |
| Annual return | 19.91% | 18.41%+1.5pp | 20.30%-0.4pp | 26.06%-6.1pp |
| Employer contribution / active EE | $1,786 | $2,291-22.0% | $3,020-40.9% | $2,596-31.2% |
| Participant deferral / active EE | $3,135 | $4,230-25.9% | $5,135-38.9% | $4,274-26.6% |
| Admin fee / account holder | $4,768 | $9,543-50.0% | $12,742-62.6% | $7,775-38.7% |