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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 | $175,121 | $75,541+131.8% | $152,093+15.1% | $82,637+111.9% |
| Participation rate | 66.7% | 66.5%+0.1pp | 77.8%-11.1pp | 68.1%-1.4pp |
| Annual return | 16.78% | 32.56%-15.8pp | 66.36%-49.6pp | 53.51%-36.7pp |
| Employer contribution / active EE | $1,778 | $2,622-32.2% | $4,175-57.4% | $2,552-30.3% |
| Participant deferral / active EE | $3,910 | $3,206+22.0% | $5,451-28.3% | $4,126-5.2% |
| Admin fee / account holder | $4,184 | $6,405-34.7% | $14,497-71.1% | $7,339-43.0% |