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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 | $175,593 | $76,834+128.5% | $108,359+62.0% | $87,485+100.7% |
| Participation rate | 36.3% | 61.7%-25.5pp | 70.1%-33.9pp | 68.9%-32.7pp |
| Annual return | 18.07% | 19.09%-1.0pp | 36.89%-18.8pp | 26.06%-8.0pp |
| Employer contribution / active EE | $818 | $1,556-47.4% | $2,399-65.9% | $2,596-68.5% |
| Participant deferral / active EE | $2,331 | $3,100-24.8% | $4,137-43.7% | $4,274-45.5% |
| Admin fee / account holder | $5,521 | $6,537-15.5% | $9,741-43.3% | $7,775-29.0% |