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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 | $207,003 | $104,098+98.9% | $140,514+47.3% | $94,015+120.2% |
| Participation rate | 42.9% | 73.7%-30.9pp | 77.8%-34.9pp | 70.8%-28.0pp |
| Annual return | 19.99% | 15.14%+4.9pp | 14.36%+5.6pp | 17.84%+2.1pp |
| Employer contribution / active EE | $1,400 | $2,388-41.4% | $3,378-58.5% | $2,790-49.8% |
| Participant deferral / active EE | $3,772 | $4,033-6.5% | $4,919-23.3% | $4,249-11.2% |
| Admin fee / account holder | $3,590 | $10,439-65.6% | $13,697-73.8% | $8,951-59.9% |