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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 | $190,375 | $112,729+68.9% | $98,716+92.9% | $137,256+38.7% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.3%-31.8pp | 80.0%-42.5pp |
| Annual return | 15.12% | 38.48%-23.4pp | 31.81%-16.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,576 | $2,725-42.2% | $2,279-30.8% | $4,156-62.1% |
| Participant deferral / active EE | $5,363 | $4,640+15.6% | $4,048+32.5% | $6,407-16.3% |
| Admin fee / account holder | $2,010 | $10,129-80.2% | $8,703-76.9% | $12,270-83.6% |