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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 | $197,274 | $73,988+166.6% | $96,538+104.3% | $75,177+162.4% |
| Participation rate | 40.0% | 66.4%-26.4pp | 74.3%-34.3pp | 67.2%-27.2pp |
| Annual return | 17.35% | 26.73%-9.4pp | 35.74%-18.4pp | 160.75%-143.4pp |
| Employer contribution / active EE | $1,586 | $2,930-45.9% | $3,740-57.6% | $2,671-40.6% |
| Participant deferral / active EE | $4,407 | $3,660+20.4% | $4,880-9.7% | $4,126+6.8% |
| Admin fee / account holder | $545 | $5,220-89.6% | $6,737-91.9% | $5,651-90.4% |