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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 | $95,453+82.9% | $112,040+55.8% | $82,448+111.7% |
| Participation rate | 56.3% | 72.8%-16.5pp | 76.5%-20.2pp | 68.1%-11.8pp |
| Annual return | 14.62% | 23.92%-9.3pp | 24.52%-9.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $813 | $2,318-64.9% | $2,954-72.5% | $2,551-68.1% |
| Participant deferral / active EE | $2,917 | $4,224-30.9% | $5,098-42.8% | $4,139-29.5% |
| Admin fee / account holder | $4,060 | $9,013-55.0% | $12,098-66.4% | $7,234-43.9% |