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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 | $97,648+99.2% | $121,663+59.9% | $87,485+122.4% |
| Participation rate | 51.4% | 70.5%-19.1pp | 74.5%-23.1pp | 68.9%-17.6pp |
| Annual return | 19.08% | 18.03%+1.1pp | 147.54%-128.5pp | 26.06%-7.0pp |
| Employer contribution / active EE | $1,382 | $2,300-39.9% | $3,020-54.2% | $2,596-46.8% |
| Participant deferral / active EE | $4,540 | $3,923+15.7% | $4,887-7.1% | $4,274+6.2% |
| Admin fee / account holder | $4,414 | $11,100-60.2% | $14,289-69.1% | $7,775-43.2% |