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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 | $192,680 | $63,949+201.3% | $129,031+49.3% | $94,015+104.9% |
| Participation rate | 57.7% | 63.4%-5.7pp | 73.4%-15.7pp | 70.8%-13.1pp |
| Annual return | 17.95% | 17.56%+0.4pp | 34.67%-16.7pp | 17.84%+0.1pp |
| Employer contribution / active EE | $1,473 | $1,865-21.0% | $3,226-54.4% | $2,790-47.2% |
| Participant deferral / active EE | $3,836 | $3,686+4.1% | $5,217-26.5% | $4,249-9.7% |
| Admin fee / account holder | $7,675 | $5,523+38.9% | $13,208-41.9% | $8,951-14.3% |