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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 | $166,024 | $146,267+13.5% | $197,124-15.8% | $82,448+101.4% |
| Participation rate | 37.3% | 84.0%-46.8pp | 86.7%-49.5pp | 68.1%-30.8pp |
| Annual return | 18.05% | 29.61%-11.6pp | 44.34%-26.3pp | 41.64%-23.6pp |
| Employer contribution / active EE | $3,339 | $4,723-29.3% | $6,227-46.4% | $2,551+30.9% |
| Participant deferral / active EE | $4,828 | $7,035-31.4% | $9,135-47.1% | $4,139+16.6% |
| Admin fee / account holder | $15,301 | $14,422+6.1% | $16,298-6.1% | $7,234+111.5% |