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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 | $163,785 | $97,550+67.9% | $120,344+36.1% | $87,485+87.2% |
| Participation rate | 67.9% | 72.8%-5.0pp | 76.7%-8.9pp | 68.9%-1.1pp |
| Annual return | 13.56% | 18.41%-4.9pp | 20.30%-6.7pp | 26.06%-12.5pp |
| Employer contribution / active EE | $1,363 | $2,291-40.5% | $3,020-54.9% | $2,596-47.5% |
| Participant deferral / active EE | $4,142 | $4,230-2.1% | $5,135-19.3% | $4,274-3.1% |
| Admin fee / account holder | $34,563 | $9,543+262.2% | $12,742+171.3% | $7,775+344.6% |