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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 | $193,127 | $157,829+22.4% | $136,867+41.1% | $198,609-2.8% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 17.95% | 51.25%-33.3pp | 42.97%-25.0pp | 202.70%-184.7pp |
| Employer contribution / active EE | $2,438 | $3,923-37.8% | $3,547-31.3% | $5,055-51.8% |
| Participant deferral / active EE | $3,281 | $5,463-39.9% | $4,924-33.4% | $6,977-53.0% |
| Admin fee / account holder | $1,381 | $11,107-87.6% | $10,340-86.6% | $19,030-92.7% |