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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 | $207,294 | $73,787+180.9% | $98,716+110.0% | $82,448+151.4% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 15.32% | 18.57%-3.2pp | 31.81%-16.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,549 | $1,511+2.5% | $2,279-32.0% | $2,551-39.3% |
| Participant deferral / active EE | $4,860 | $3,081+57.7% | $4,048+20.1% | $4,139+17.4% |
| Admin fee / account holder | $4,143 | $6,500-36.3% | $8,703-52.4% | $7,234-42.7% |