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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 | $177,302 | $103,164+71.9% | $90,259+96.4% | $154,746+14.6% |
| Participation rate | 64.3% | 76.1%-11.8pp | 70.7%-6.5pp | 80.7%-16.4pp |
| Annual return | 15.29% | 19.25%-4.0pp | 18.88%-3.6pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,911 | $2,532-24.5% | $2,291-16.6% | $4,379-56.4% |
| Participant deferral / active EE | $4,912 | $4,422+11.1% | $3,827+28.4% | $6,730-27.0% |
| Admin fee / account holder | $1,494 | $8,593-82.6% | $7,267-79.4% | $14,365-89.6% |