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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 | $211,917 | $106,864+98.3% | $147,318+43.8% | $82,637+156.4% |
| Participation rate | 51.6% | 75.5%-23.9pp | 82.1%-30.5pp | 68.1%-16.4pp |
| Annual return | 18.62% | 27.49%-8.9pp | 70.43%-51.8pp | 53.51%-34.9pp |
| Employer contribution / active EE | $1,802 | $3,417-47.2% | $4,593-60.8% | $2,552-29.4% |
| Participant deferral / active EE | $5,822 | $6,496-10.4% | $7,906-26.4% | $4,126+41.1% |
| Admin fee / account holder | $652 | $8,415-92.3% | $13,708-95.2% | $7,339-91.1% |