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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 | $173,533 | $81,446+113.1% | $103,374+67.9% | $80,874+114.6% |
| Participation rate | 57.1% | 66.9%-9.7pp | 74.5%-17.4pp | 67.6%-10.5pp |
| Annual return | 18.54% | 25.57%-7.0pp | 24.89%-6.3pp | 35.62%-17.1pp |
| Employer contribution / active EE | $1,802 | $3,107-42.0% | $3,869-53.4% | $2,756-34.6% |
| Participant deferral / active EE | $3,862 | $3,870-0.2% | $5,058-23.6% | $4,297-10.1% |
| Admin fee / account holder | $12,146 | $6,715+80.9% | $8,394+44.7% | $6,935+75.1% |