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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 | $175,343 | $81,487+115.2% | $102,412+71.2% | $80,935+116.6% |
| Participation rate | 42.9% | 66.8%-24.0pp | 74.5%-31.6pp | 67.7%-24.8pp |
| Annual return | 14.62% | 25.60%-11.0pp | 24.94%-10.3pp | 35.66%-21.0pp |
| Employer contribution / active EE | $2,145 | $3,103-30.9% | $3,870-44.6% | $2,757-22.2% |
| Participant deferral / active EE | $3,546 | $3,871-8.4% | $5,060-29.9% | $4,299-17.5% |
| Admin fee / account holder | $13,669 | $6,717+103.5% | $8,388+63.0% | $6,924+97.4% |