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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 | $183,690 | $126,661+45.0% | $113,397+62.0% | $138,895+32.3% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.5%-43.2pp | 79.9%-46.6pp |
| Annual return | 15.84% | 25.05%-9.2pp | 23.20%-7.4pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,399 | $3,456-59.5% | $2,977-53.0% | $4,194-66.6% |
| Participant deferral / active EE | $3,910 | $5,693-31.3% | $5,076-23.0% | $6,396-38.9% |
| Admin fee / account holder | $2,044 | $14,549-86.0% | $11,957-82.9% | $12,562-83.7% |