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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 | $161,352+37.5% | $134,172+65.4% | $137,256+61.7% |
| Participation rate | 45.5% | 78.3%-32.8pp | 72.5%-27.0pp | 80.0%-34.5pp |
| Annual return | 21.36% | 28.72%-7.4pp | 25.30%-3.9pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,510 | $4,099-63.2% | $3,420-55.9% | $4,156-63.7% |
| Participant deferral / active EE | $5,301 | $5,552-4.5% | $4,690+13.0% | $6,407-17.3% |
| Admin fee / account holder | $893 | $15,028-94.1% | $12,016-92.6% | $12,270-92.7% |