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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 | $177,377 | $77,962+127.5% | $178,540-0.7% | $80,935+119.2% |
| Participation rate | 46.7% | 65.7%-19.0pp | 77.1%-30.4pp | 67.7%-21.0pp |
| Annual return | 14.57% | 18.10%-3.5pp | 27.15%-12.6pp | 35.66%-21.1pp |
| Employer contribution / active EE | $2,422 | $2,280+6.2% | $3,953-38.7% | $2,757-12.1% |
| Participant deferral / active EE | $5,432 | $4,404+23.3% | $6,281-13.5% | $4,299+26.3% |
| Admin fee / account holder | $796 | $7,156-88.9% | $10,424-92.4% | $6,924-88.5% |