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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 | $188,861 | $63,703+196.5% | $93,063+102.9% | $82,448+129.1% |
| Participation rate | 39.5% | 63.8%-24.4pp | 72.1%-32.6pp | 68.1%-28.6pp |
| Annual return | 15.41% | -775.43%+790.8pp | 34.15%-18.7pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,110 | $1,729-35.8% | $2,476-55.2% | $2,551-56.5% |
| Participant deferral / active EE | $3,207 | $2,919+9.9% | $3,958-19.0% | $4,139-22.5% |
| Admin fee / account holder | $6,362 | $5,982+6.4% | $6,033+5.5% | $7,234-12.1% |