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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 | $173,795 | $94,436+84.0% | $115,599+50.3% | $82,637+110.3% |
| Participation rate | 47.5% | 70.4%-22.9pp | 74.3%-26.8pp | 68.1%-20.6pp |
| Annual return | 14.07% | 18.37%-4.3pp | 111.10%-97.0pp | 53.51%-39.4pp |
| Employer contribution / active EE | $1,709 | $2,324-26.4% | $2,955-42.2% | $2,552-33.0% |
| Participant deferral / active EE | $2,909 | $3,955-26.4% | $4,889-40.5% | $4,126-29.5% |
| Admin fee / account holder | $1,610 | $10,328-84.4% | $12,841-87.5% | $7,339-78.1% |