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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 | $174,569 | $97,550+79.0% | $120,344+45.1% | $87,485+99.5% |
| Participation rate | 56.3% | 72.8%-16.6pp | 76.7%-20.5pp | 68.9%-12.7pp |
| Annual return | 14.62% | 18.41%-3.8pp | 20.30%-5.7pp | 26.06%-11.4pp |
| Employer contribution / active EE | $813 | $2,291-64.5% | $3,020-73.1% | $2,596-68.7% |
| Participant deferral / active EE | $2,917 | $4,230-31.0% | $5,135-43.2% | $4,274-31.7% |
| Admin fee / account holder | $4,060 | $9,543-57.5% | $12,742-68.1% | $7,775-47.8% |