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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 | $216,991 | $75,541+187.2% | $152,093+42.7% | $82,637+162.6% |
| Participation rate | 42.3% | 66.5%-24.2pp | 77.8%-35.5pp | 68.1%-25.7pp |
| Annual return | 13.29% | 32.56%-19.3pp | 66.36%-53.1pp | 53.51%-40.2pp |
| Employer contribution / active EE | $1,417 | $2,622-46.0% | $4,175-66.1% | $2,552-44.5% |
| Participant deferral / active EE | $4,133 | $3,206+28.9% | $5,451-24.2% | $4,126+0.2% |
| Admin fee / account holder | $14,085 | $6,405+119.9% | $14,497-2.8% | $7,339+91.9% |