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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 | $166,233 | $58,627+183.5% | $76,735+116.6% | $82,448+101.6% |
| Participation rate | 56.0% | 63.2%-7.2pp | 69.5%-13.5pp | 68.1%-12.1pp |
| Annual return | 15.21% | 39.10%-23.9pp | 29.77%-14.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $400 | $1,729-76.9% | $2,454-83.7% | $2,551-84.3% |
| Participant deferral / active EE | $3,827 | $3,134+22.1% | $4,088-6.4% | $4,139-7.5% |
| Admin fee / account holder | $1,268 | $5,323-76.2% | $7,189-82.4% | $7,234-82.5% |