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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 | $199,921 | $126,661+57.8% | $113,397+76.3% | $138,895+43.9% |
| Participation rate | 42.1% | 79.4%-37.3pp | 76.5%-34.4pp | 79.9%-37.8pp |
| Annual return | 15.01% | 25.05%-10.0pp | 23.20%-8.2pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,815 | $3,456-47.5% | $2,977-39.0% | $4,194-56.7% |
| Participant deferral / active EE | $6,810 | $5,693+19.6% | $5,076+34.2% | $6,396+6.5% |
| Admin fee / account holder | $7,791 | $14,549-46.4% | $11,957-34.8% | $12,562-38.0% |