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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 | $168,706 | $73,955+128.1% | $96,520+74.8% | $75,181+124.4% |
| Participation rate | 41.4% | 66.4%-25.0pp | 74.3%-32.9pp | 67.2%-25.8pp |
| Annual return | 14.71% | 26.72%-12.0pp | 35.72%-21.0pp | 160.69%-146.0pp |
| Employer contribution / active EE | $1,831 | $2,930-37.5% | $3,739-51.0% | $2,671-31.4% |
| Participant deferral / active EE | $4,308 | $3,659+17.7% | $4,879-11.7% | $4,126+4.4% |
| Admin fee / account holder | $1,176 | $5,217-77.5% | $6,733-82.5% | $5,650-79.2% |