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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 | $194,561 | $109,620+77.5% | $148,496+31.0% | $94,015+106.9% |
| Participation rate | 51.4% | 71.3%-19.9pp | 76.0%-24.7pp | 70.8%-19.5pp |
| Annual return | 19.08% | 17.54%+1.5pp | 12.33%+6.8pp | 17.84%+1.2pp |
| Employer contribution / active EE | $1,382 | $2,618-47.2% | $3,497-60.5% | $2,790-50.5% |
| Participant deferral / active EE | $4,540 | $3,831+18.5% | $4,808-5.6% | $4,249+6.8% |
| Admin fee / account holder | $4,414 | $10,050-56.1% | $19,547-77.4% | $8,951-50.7% |