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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 | $187,321 | $81,476+129.9% | $102,383+83.0% | $80,925+131.5% |
| Participation rate | 51.6% | 66.8%-15.2pp | 74.5%-22.9pp | 67.7%-16.0pp |
| Annual return | 27.23% | 25.59%+1.6pp | 24.94%+2.3pp | 35.65%-8.4pp |
| Employer contribution / active EE | $1,796 | $3,105-42.2% | $3,870-53.6% | $2,756-34.8% |
| Participant deferral / active EE | $3,816 | $3,871-1.4% | $5,060-24.6% | $4,299-11.2% |
| Admin fee / account holder | $2,261 | $6,717-66.3% | $8,391-73.1% | $6,940-67.4% |