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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 | $196,790 | $79,955+146.1% | $98,461+99.9% | $75,173+161.8% |
| Participation rate | 38.3% | 70.4%-32.1pp | 75.2%-36.9pp | 67.2%-28.9pp |
| Annual return | 13.83% | 19.75%-5.9pp | 21.17%-7.3pp | 160.72%-146.9pp |
| Employer contribution / active EE | $1,142 | $2,264-49.6% | $3,049-62.6% | $2,671-57.3% |
| Participant deferral / active EE | $3,266 | $3,752-13.0% | $4,738-31.1% | $4,126-20.9% |
| Admin fee / account holder | $9,069 | $6,841+32.6% | $8,961+1.2% | $5,651+60.5% |