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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 | $200,177 | $77,908+156.9% | $149,696+33.7% | $75,173+166.3% |
| Participation rate | 44.8% | 65.6%-20.8pp | 78.8%-33.9pp | 67.2%-22.4pp |
| Annual return | 14.31% | 31.73%-17.4pp | 134.46%-120.1pp | 160.72%-146.4pp |
| Employer contribution / active EE | $1,640 | $3,138-47.7% | $4,821-66.0% | $2,671-38.6% |
| Participant deferral / active EE | $3,207 | $3,411-6.0% | $5,682-43.6% | $4,126-22.3% |
| Admin fee / account holder | $2,192 | $5,950-63.1% | $13,212-83.4% | $5,651-61.2% |