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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 | $115,931+53.3% | $185,441-4.1% | $86,983+104.4% |
| Participation rate | 47.6% | 73.6%-26.0pp | 80.3%-32.6pp | 69.5%-21.9pp |
| Annual return | 18.44% | 21.47%-3.0pp | 20.16%-1.7pp | 25.83%-7.4pp |
| Employer contribution / active EE | $1,066 | $2,937-63.7% | $4,672-77.2% | $2,584-58.8% |
| Participant deferral / active EE | $3,600 | $4,551-20.9% | $6,152-41.5% | $4,194-14.2% |
| Admin fee / account holder | $7,573 | $10,687-29.1% | $17,890-57.7% | $7,856-3.6% |