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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 | $202,586 | $55,902+262.4% | $76,030+166.5% | $80,959+150.2% |
| Participation rate | 38.7% | 62.1%-23.4pp | 69.1%-30.4pp | 67.7%-29.0pp |
| Annual return | 13.51% | 20.59%-7.1pp | 361.54%-348.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $1,432 | $1,867-23.3% | $2,688-46.7% | $2,757-48.1% |
| Participant deferral / active EE | $3,631 | $3,051+19.0% | $4,257-14.7% | $4,300-15.6% |
| Admin fee / account holder | $3,722 | $5,239-29.0% | $6,421-42.0% | $6,925-46.3% |