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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 | $106,749+98.5% | $145,433+45.7% | $82,448+157.0% |
| Participation rate | 51.6% | 75.6%-24.0pp | 82.1%-30.5pp | 68.1%-16.5pp |
| Annual return | 18.62% | 27.59%-9.0pp | 66.58%-48.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,802 | $3,444-47.7% | $4,554-60.4% | $2,551-29.3% |
| Participant deferral / active EE | $5,822 | $6,519-10.7% | $7,897-26.3% | $4,139+40.6% |
| Admin fee / account holder | $652 | $8,390-92.2% | $13,129-95.0% | $7,234-91.0% |