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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 | $203,512 | $93,055+118.7% | $153,741+32.4% | $80,959+151.4% |
| Participation rate | 55.6% | 69.0%-13.4pp | 77.1%-21.5pp | 67.7%-12.1pp |
| Annual return | 12.30% | 19.97%-7.7pp | 15.71%-3.4pp | 35.67%-23.4pp |
| Employer contribution / active EE | $1,525 | $3,504-56.5% | $5,042-69.8% | $2,757-44.7% |
| Participant deferral / active EE | $3,649 | $5,172-29.4% | $6,757-46.0% | $4,300-15.1% |
| Admin fee / account holder | $3,561 | $8,881-59.9% | $12,749-72.1% | $6,925-48.6% |