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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 | $171,193 | $69,444+146.5% | $92,985+84.1% | $87,485+95.7% |
| Participation rate | 27.8% | 63.3%-35.5pp | 69.5%-41.7pp | 68.9%-41.2pp |
| Annual return | 17.63% | 23.85%-6.2pp | 27.99%-10.4pp | 26.06%-8.4pp |
| Employer contribution / active EE | $864 | $1,917-54.9% | $2,662-67.5% | $2,596-66.7% |
| Participant deferral / active EE | $3,448 | $3,364+2.5% | $4,377-21.2% | $4,274-19.3% |
| Admin fee / account holder | $1,939 | $6,137-68.4% | $9,463-79.5% | $7,775-75.1% |