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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 | $200,885 | $87,166+130.5% | $76,735+161.8% | $137,256+46.4% |
| Participation rate | 27.3% | 74.4%-47.1pp | 69.5%-42.2pp | 80.0%-52.7pp |
| Annual return | 15.57% | 26.50%-10.9pp | 29.77%-14.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $858 | $2,904-70.5% | $2,454-65.1% | $4,156-79.4% |
| Participant deferral / active EE | $3,523 | $4,726-25.4% | $4,088-13.8% | $6,407-45.0% |
| Admin fee / account holder | $1,804 | $8,403-78.5% | $7,189-74.9% | $12,270-85.3% |