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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 | $193,146 | $87,166+121.6% | $76,735+151.7% | $137,256+40.7% |
| Participation rate | 40.0% | 74.4%-34.4pp | 69.5%-29.5pp | 80.0%-40.0pp |
| Annual return | 13.89% | 26.50%-12.6pp | 29.77%-15.9pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,084 | $2,904-62.7% | $2,454-55.8% | $4,156-73.9% |
| Participant deferral / active EE | $1,897 | $4,726-59.9% | $4,088-53.6% | $6,407-70.4% |
| Admin fee / account holder | $748 | $8,403-91.1% | $7,189-89.6% | $12,270-93.9% |