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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 | $164,734 | $105,623+56.0% | $87,502+88.3% | $273,972-39.9% |
| Participation rate | 45.5% | 78.2%-32.7pp | 73.8%-28.4pp | 83.0%-37.6pp |
| Annual return | 13.04% | 12.26%+0.8pp | 12.21%+0.8pp | 41.46%-28.4pp |
| Employer contribution / active EE | $2,447 | $3,141-22.1% | $2,550-4.0% | $4,869-49.7% |
| Participant deferral / active EE | $6,141 | $3,601+70.5% | $3,149+95.0% | $5,287+16.1% |
| Admin fee / account holder | $886 | $4,781-81.5% | $4,221-79.0% | $10,133-91.3% |