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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 | $201,156 | $87,166+130.8% | $76,735+162.1% | $137,256+46.6% |
| Participation rate | 55.6% | 74.4%-18.8pp | 69.5%-13.9pp | 80.0%-24.4pp |
| Annual return | 17.99% | 26.50%-8.5pp | 29.77%-11.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,806 | $2,904-37.8% | $2,454-26.4% | $4,156-56.5% |
| Participant deferral / active EE | $5,835 | $4,726+23.5% | $4,088+42.7% | $6,407-8.9% |
| Admin fee / account holder | $537 | $8,403-93.6% | $7,189-92.5% | $12,270-95.6% |