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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 | $138,312+28.6% | $122,979+44.7% | $155,188+14.7% |
| Participation rate | 63.6% | 80.2%-16.6pp | 77.2%-13.6pp | 80.8%-17.2pp |
| Annual return | 12.94% | 22.06%-9.1pp | 20.12%-7.2pp | 148.84%-135.9pp |
| Employer contribution / active EE | $1,976 | $3,530-44.0% | $3,062-35.5% | $4,248-53.5% |
| Participant deferral / active EE | $4,604 | $5,592-17.7% | $5,003-8.0% | $6,531-29.5% |
| Admin fee / account holder | $4,167 | $15,089-72.4% | $12,864-67.6% | $14,480-71.2% |