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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 | $187,086 | $76,407+144.9% | $150,298+24.5% | $82,448+126.9% |
| Participation rate | 47.1% | 66.4%-19.3pp | 77.8%-30.7pp | 68.1%-21.0pp |
| Annual return | 16.21% | 39.99%-23.8pp | 62.79%-46.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,095 | $2,614-58.1% | $4,154-73.7% | $2,551-57.1% |
| Participant deferral / active EE | $2,798 | $3,214-12.9% | $5,453-48.7% | $4,139-32.4% |
| Admin fee / account holder | $12,843 | $6,352+102.2% | $14,116-9.0% | $7,234+77.5% |