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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 | $168,356 | $81,487+106.6% | $102,412+64.4% | $80,935+108.0% |
| Participation rate | 37.1% | 66.8%-29.7pp | 74.5%-37.4pp | 67.7%-30.5pp |
| Annual return | 12.52% | 25.60%-13.1pp | 24.94%-12.4pp | 35.66%-23.1pp |
| Employer contribution / active EE | $1,352 | $3,103-56.4% | $3,870-65.1% | $2,757-51.0% |
| Participant deferral / active EE | $3,989 | $3,871+3.0% | $5,060-21.2% | $4,299-7.2% |
| Admin fee / account holder | $4,502 | $6,717-33.0% | $8,388-46.3% | $6,924-35.0% |