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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 | $161,357 | $86,938+85.6% | $102,423+57.5% | $80,925+99.4% |
| Participation rate | 44.1% | 72.4%-28.3pp | 76.5%-32.4pp | 67.7%-23.6pp |
| Annual return | 28.10% | 18.89%+9.2pp | 29.42%-1.3pp | 35.65%-7.5pp |
| Employer contribution / active EE | $1,797 | $2,369-24.2% | $3,023-40.6% | $2,756-34.8% |
| Participant deferral / active EE | $3,755 | $4,120-8.9% | $5,054-25.7% | $4,299-12.7% |
| Admin fee / account holder | $4,195 | $8,053-47.9% | $9,455-55.6% | $6,940-39.6% |