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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 | $196,384 | $106,524+84.4% | $152,301+28.9% | $87,485+124.5% |
| Participation rate | 48.0% | 75.8%-27.8pp | 82.4%-34.4pp | 68.9%-20.9pp |
| Annual return | 17.07% | 26.89%-9.8pp | 80.50%-63.4pp | 26.06%-9.0pp |
| Employer contribution / active EE | $1,167 | $3,371-65.4% | $4,624-74.8% | $2,596-55.1% |
| Participant deferral / active EE | $4,270 | $6,525-34.6% | $8,004-46.6% | $4,274-0.1% |
| Admin fee / account holder | $357 | $8,287-95.7% | $14,398-97.5% | $7,775-95.4% |