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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 | $94,031+106.9% | $115,768+68.1% | $82,448+136.0% |
| Participation rate | 51.4% | 70.4%-19.1pp | 74.4%-23.0pp | 68.1%-16.7pp |
| Annual return | 19.08% | 20.61%-1.5pp | 100.46%-81.4pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,382 | $2,323-40.5% | $2,940-53.0% | $2,551-45.8% |
| Participant deferral / active EE | $4,540 | $3,972+14.3% | $4,917-7.7% | $4,139+9.7% |
| Admin fee / account holder | $4,414 | $10,249-56.9% | $12,439-64.5% | $7,234-39.0% |