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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 | $190,325 | $86,050+121.2% | $189,758+0.3% | $94,015+102.4% |
| Participation rate | 48.0% | 68.9%-20.9pp | 79.8%-31.8pp | 70.8%-22.8pp |
| Annual return | 18.51% | 17.77%+0.7pp | 52.62%-34.1pp | 17.84%+0.7pp |
| Employer contribution / active EE | $1,564 | $2,819-44.5% | $4,767-67.2% | $2,790-44.0% |
| Participant deferral / active EE | $4,697 | $3,349+40.3% | $5,856-19.8% | $4,249+10.5% |
| Admin fee / account holder | $29,403 | $6,627+343.7% | $20,388+44.2% | $8,951+228.5% |