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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 | $195,332 | $81,504+139.7% | $102,437+90.7% | $80,959+141.3% |
| Participation rate | 27.8% | 66.9%-39.1pp | 74.5%-46.7pp | 67.7%-39.9pp |
| Annual return | 34.79% | 25.60%+9.2pp | 24.95%+9.8pp | 35.67%-0.9pp |
| Employer contribution / active EE | $852 | $3,104-72.6% | $3,871-78.0% | $2,757-69.1% |
| Participant deferral / active EE | $2,902 | $3,871-25.0% | $5,060-42.6% | $4,300-32.5% |
| Admin fee / account holder | $562 | $6,719-91.6% | $8,388-93.3% | $6,925-91.9% |