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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 | $97,648+78.0% | $121,663+42.8% | $87,485+98.7% |
| Participation rate | 47.5% | 70.5%-23.0pp | 74.5%-27.0pp | 68.9%-21.4pp |
| Annual return | 14.07% | 18.03%-4.0pp | 147.54%-133.5pp | 26.06%-12.0pp |
| Employer contribution / active EE | $1,709 | $2,300-25.7% | $3,020-43.4% | $2,596-34.2% |
| Participant deferral / active EE | $2,909 | $3,923-25.9% | $4,887-40.5% | $4,274-31.9% |
| Admin fee / account holder | $1,610 | $11,100-85.5% | $14,289-88.7% | $7,775-79.3% |