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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 | $193,078 | $81,476+137.0% | $102,383+88.6% | $80,925+138.6% |
| Participation rate | 44.2% | 66.8%-22.7pp | 74.5%-30.3pp | 67.7%-23.5pp |
| Annual return | 15.90% | 25.59%-9.7pp | 24.94%-9.0pp | 35.65%-19.8pp |
| Employer contribution / active EE | $1,557 | $3,105-49.8% | $3,870-59.8% | $2,756-43.5% |
| Participant deferral / active EE | $2,861 | $3,871-26.1% | $5,060-43.5% | $4,299-33.5% |
| Admin fee / account holder | $4,508 | $6,717-32.9% | $8,391-46.3% | $6,940-35.0% |