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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 | $177,931 | $126,661+40.5% | $113,397+56.9% | $138,895+28.1% |
| Participation rate | 63.6% | 79.4%-15.8pp | 76.5%-12.9pp | 79.9%-16.3pp |
| Annual return | 12.94% | 25.05%-12.1pp | 23.20%-10.3pp | 145.39%-132.5pp |
| Employer contribution / active EE | $1,976 | $3,456-42.8% | $2,977-33.6% | $4,194-52.9% |
| Participant deferral / active EE | $4,604 | $5,693-19.1% | $5,076-9.3% | $6,396-28.0% |
| Admin fee / account holder | $4,167 | $14,549-71.4% | $11,957-65.1% | $12,562-66.8% |