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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 | $199,940 | $94,031+112.6% | $115,768+72.7% | $82,448+142.5% |
| Participation rate | 40.0% | 70.4%-30.4pp | 74.4%-34.4pp | 68.1%-28.1pp |
| Annual return | 13.29% | 20.61%-7.3pp | 100.46%-87.2pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,998 | $2,323-14.0% | $2,940-32.1% | $2,551-21.7% |
| Participant deferral / active EE | $3,906 | $3,972-1.7% | $4,917-20.6% | $4,139-5.6% |
| Admin fee / account holder | $2,613 | $10,249-74.5% | $12,439-79.0% | $7,234-63.9% |