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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 | $86,050+117.4% | $189,758-1.4% | $94,015+99.0% |
| Participation rate | 47.1% | 68.9%-21.8pp | 79.8%-32.7pp | 70.8%-23.8pp |
| Annual return | 16.21% | 17.77%-1.6pp | 52.62%-36.4pp | 17.84%-1.6pp |
| Employer contribution / active EE | $1,095 | $2,819-61.2% | $4,767-77.0% | $2,790-60.8% |
| Participant deferral / active EE | $2,798 | $3,349-16.4% | $5,856-52.2% | $4,249-34.1% |
| Admin fee / account holder | $12,843 | $6,627+93.8% | $20,388-37.0% | $8,951+43.5% |