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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 | $195,021 | $101,795+91.6% | $165,100+18.1% | $80,959+140.9% |
| Participation rate | 57.7% | 71.8%-14.1pp | 78.6%-20.9pp | 67.7%-10.0pp |
| Annual return | 23.64% | 16.73%+6.9pp | 70.21%-46.6pp | 35.67%-12.0pp |
| Employer contribution / active EE | $1,679 | $2,954-43.2% | $4,348-61.4% | $2,757-39.1% |
| Participant deferral / active EE | $4,548 | $4,476+1.6% | $6,035-24.6% | $4,300+5.8% |
| Admin fee / account holder | $5,503 | $8,221-33.1% | $12,696-56.7% | $6,925-20.5% |