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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 | $159,088 | $69,977+127.3% | $108,582+46.5% | $62,881+153.0% |
| Participation rate | 55.6% | 72.9%-17.3pp | 79.6%-24.0pp | 69.3%-13.7pp |
| Annual return | 7.58% | 10.73%-3.1pp | -51.70%+59.3pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,007 | $2,135-6.0% | $3,758-46.6% | $2,281-12.0% |
| Participant deferral / active EE | $6,023 | $3,165+90.3% | $4,311+39.7% | $3,203+88.1% |
| Admin fee / account holder | $3,154 | $5,076-37.9% | $7,645-58.7% | $4,296-26.6% |