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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 | $192,087 | $71,230+169.7% | $93,727+104.9% | $80,959+137.3% |
| Participation rate | 45.5% | 60.4%-14.9pp | 68.7%-23.3pp | 67.7%-22.2pp |
| Annual return | 14.40% | 11.26%+3.1pp | 133.83%-119.4pp | 35.67%-21.3pp |
| Employer contribution / active EE | $1,005 | $1,565-35.8% | $2,421-58.5% | $2,757-63.6% |
| Participant deferral / active EE | $4,041 | $4,037+0.1% | $4,417-8.5% | $4,300-6.0% |
| Admin fee / account holder | $1,870 | $6,961-73.1% | $8,292-77.5% | $6,925-73.0% |