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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 | $222,583 | $104,650+112.7% | $83,854+165.4% | $155,188+43.4% |
| Participation rate | 43.8% | 65.1%-21.3pp | 59.1%-15.4pp | 80.8%-37.1pp |
| Annual return | 13.02% | 28.97%-16.0pp | 31.39%-18.4pp | 148.84%-135.8pp |
| Employer contribution / active EE | $969 | $1,196-19.0% | $1,017-4.8% | $4,248-77.2% |
| Participant deferral / active EE | $4,091 | $2,367+72.8% | $2,035+101.0% | $6,531-37.4% |
| Admin fee / account holder | $2,183 | $3,518-38.0% | $3,197-31.7% | $14,480-84.9% |