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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 | $221,914 | $177,156+25.3% | $147,027+50.9% | $154,746+43.4% |
| Participation rate | 45.5% | 79.4%-33.9pp | 73.7%-28.3pp | 80.7%-35.2pp |
| Annual return | 21.36% | 21.94%-0.6pp | 20.23%+1.1pp | 172.34%-151.0pp |
| Employer contribution / active EE | $1,510 | $4,336-65.2% | $3,626-58.4% | $4,379-65.5% |
| Participant deferral / active EE | $5,301 | $5,797-8.6% | $4,933+7.5% | $6,730-21.2% |
| Admin fee / account holder | $893 | $14,904-94.0% | $12,223-92.7% | $14,365-93.8% |