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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 | $193,870 | $86,922+123.0% | $102,438+89.3% | $80,874+139.7% |
| Participation rate | 64.9% | 72.4%-7.5pp | 76.5%-11.6pp | 67.6%-2.8pp |
| Annual return | 24.11% | 18.90%+5.2pp | 29.37%-5.3pp | 35.62%-11.5pp |
| Employer contribution / active EE | $1,142 | $2,369-51.8% | $3,024-62.2% | $2,756-58.5% |
| Participant deferral / active EE | $2,320 | $4,119-43.7% | $5,054-54.1% | $4,297-46.0% |
| Admin fee / account holder | $9,824 | $8,050+22.0% | $9,448+4.0% | $6,935+41.6% |