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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 | $73,107+158.3% | $114,563+64.9% | $87,485+115.9% |
| Participation rate | 39.5% | 65.8%-26.3pp | 72.9%-33.4pp | 68.9%-29.5pp |
| Annual return | 15.41% | 19.47%-4.1pp | 241.09%-225.7pp | 26.06%-10.6pp |
| Employer contribution / active EE | $1,110 | $1,881-41.0% | $2,592-57.2% | $2,596-57.3% |
| Participant deferral / active EE | $3,207 | $3,144+2.0% | $4,142-22.6% | $4,274-24.9% |
| Admin fee / account holder | $6,362 | $5,770+10.3% | $7,623-16.5% | $7,775-18.2% |