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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 | $181,543 | $50,947+256.3% | $74,549+143.5% | $64,173+182.9% |
| Participation rate | 22.0% | 61.1%-39.1pp | 69.1%-47.1pp | 69.6%-47.6pp |
| Annual return | 5.11% | -1.85%+7.0pp | 32.53%-27.4pp | 7.63%-2.5pp |
| Employer contribution / active EE | $915 | $1,115-18.0% | $1,961-53.4% | $2,381-61.6% |
| Participant deferral / active EE | $2,020 | $2,302-12.2% | $3,108-35.0% | $3,470-41.8% |
| Admin fee / account holder | $3,168 | $4,221-25.0% | $5,059-37.4% | $4,887-35.2% |