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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 | $210,648 | $81,476+158.5% | $102,383+105.7% | $80,925+160.3% |
| Participation rate | 51.6% | 66.8%-15.2pp | 74.5%-22.9pp | 67.7%-16.0pp |
| Annual return | 13.39% | 25.59%-12.2pp | 24.94%-11.5pp | 35.65%-22.3pp |
| Employer contribution / active EE | $1,144 | $3,105-63.2% | $3,870-70.5% | $2,756-58.5% |
| Participant deferral / active EE | $2,809 | $3,871-27.4% | $5,060-44.5% | $4,299-34.7% |
| Admin fee / account holder | $3,740 | $6,717-44.3% | $8,391-55.4% | $6,940-46.1% |