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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 | $81,476+139.7% | $102,383+90.8% | $80,925+141.4% |
| Participation rate | 27.8% | 66.8%-39.1pp | 74.5%-46.7pp | 67.7%-39.9pp |
| Annual return | 34.79% | 25.59%+9.2pp | 24.94%+9.9pp | 35.65%-0.9pp |
| Employer contribution / active EE | $852 | $3,105-72.6% | $3,870-78.0% | $2,756-69.1% |
| Participant deferral / active EE | $2,902 | $3,871-25.0% | $5,060-42.6% | $4,299-32.5% |
| Admin fee / account holder | $562 | $6,717-91.6% | $8,391-93.3% | $6,940-91.9% |