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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 | $124,425+43.0% | $112,040+58.8% | $137,256+29.6% |
| Participation rate | 63.6% | 79.3%-15.7pp | 76.5%-12.9pp | 80.0%-16.3pp |
| Annual return | 12.94% | 24.72%-11.8pp | 24.52%-11.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,976 | $3,411-42.1% | $2,954-33.1% | $4,156-52.4% |
| Participant deferral / active EE | $4,604 | $5,718-19.5% | $5,098-9.7% | $6,407-28.1% |
| Admin fee / account holder | $4,167 | $15,207-72.6% | $12,098-65.6% | $12,270-66.0% |