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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 | $241,868 | $101,778+137.6% | $164,975+46.6% | $80,925+198.9% |
| Participation rate | 28.6% | 71.8%-43.3pp | 78.6%-50.0pp | 67.7%-39.1pp |
| Annual return | 17.25% | 16.73%+0.5pp | 70.12%-52.9pp | 35.65%-18.4pp |
| Employer contribution / active EE | $1,789 | $2,954-39.4% | $4,343-58.8% | $2,756-35.1% |
| Participant deferral / active EE | $2,747 | $4,477-38.6% | $6,033-54.5% | $4,299-36.1% |
| Admin fee / account holder | $4,011 | $8,221-51.2% | $12,688-68.4% | $6,940-42.2% |