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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 | $177,753 | $114,712+55.0% | $173,730+2.3% | $87,485+103.2% |
| Participation rate | 47.6% | 73.0%-25.4pp | 79.6%-32.0pp | 68.9%-21.3pp |
| Annual return | 18.44% | 20.18%-1.7pp | 19.96%-1.5pp | 26.06%-7.6pp |
| Employer contribution / active EE | $1,066 | $2,904-63.3% | $4,577-76.7% | $2,596-59.0% |
| Participant deferral / active EE | $3,600 | $4,642-22.4% | $6,326-43.1% | $4,274-15.8% |
| Admin fee / account holder | $7,573 | $10,210-25.8% | $17,523-56.8% | $7,775-2.6% |