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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 | $189,350 | $72,486+161.2% | $87,103+117.4% | $72,976+159.5% |
| Participation rate | 54.2% | 72.8%-18.6pp | 76.9%-22.7pp | 69.5%-15.3pp |
| Annual return | 24.18% | 24.46%-0.3pp | 28.19%-4.0pp | 81.02%-56.8pp |
| Employer contribution / active EE | $519 | $1,894-72.6% | $2,521-79.4% | $2,440-78.7% |
| Participant deferral / active EE | $5,671 | $3,270+73.4% | $4,049+40.1% | $3,608+57.2% |
| Admin fee / account holder | $796 | $5,055-84.3% | $7,491-89.4% | $5,124-84.5% |