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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 | $192,936 | $74,535+158.9% | $100,712+91.6% | $82,637+133.5% |
| Participation rate | 46.7% | 61.2%-14.5pp | 69.3%-22.6pp | 68.1%-21.4pp |
| Annual return | 18.45% | 18.92%-0.5pp | 33.27%-14.8pp | 53.51%-35.1pp |
| Employer contribution / active EE | $1,782 | $1,503+18.6% | $2,313-22.9% | $2,552-30.2% |
| Participant deferral / active EE | $5,429 | $3,074+76.6% | $4,085+32.9% | $4,126+31.6% |
| Admin fee / account holder | $4,714 | $6,576-28.3% | $9,256-49.1% | $7,339-35.8% |