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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 | $81,504+158.5% | $102,437+105.6% | $80,959+160.2% |
| Participation rate | 51.6% | 66.9%-15.2pp | 74.5%-22.9pp | 67.7%-16.1pp |
| Annual return | 13.39% | 25.60%-12.2pp | 24.95%-11.6pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,144 | $3,104-63.2% | $3,871-70.5% | $2,757-58.5% |
| Participant deferral / active EE | $2,809 | $3,871-27.4% | $5,060-44.5% | $4,300-34.7% |
| Admin fee / account holder | $3,740 | $6,719-44.3% | $8,388-55.4% | $6,925-46.0% |