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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 | $175,013 | $81,487+114.8% | $102,412+70.9% | $80,935+116.2% |
| Participation rate | 47.1% | 66.8%-19.8pp | 74.5%-27.4pp | 67.7%-20.6pp |
| Annual return | 12.88% | 25.60%-12.7pp | 24.94%-12.1pp | 35.66%-22.8pp |
| Employer contribution / active EE | $1,849 | $3,103-40.4% | $3,870-52.2% | $2,757-32.9% |
| Participant deferral / active EE | $4,580 | $3,871+18.3% | $5,060-9.5% | $4,299+6.5% |
| Admin fee / account holder | $4,566 | $6,717-32.0% | $8,388-45.6% | $6,924-34.1% |