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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 | $194,221 | $174,018+11.6% | $136,833+41.9% | $198,609-2.2% |
| Participation rate | 30.8% | 65.1%-34.4pp | 59.0%-28.3pp | 82.4%-51.6pp |
| Annual return | 8.03% | 35.16%-27.1pp | 35.32%-27.3pp | 202.70%-194.7pp |
| Employer contribution / active EE | $1,233 | $1,571-21.5% | $1,319-6.5% | $5,055-75.6% |
| Participant deferral / active EE | $1,876 | $2,873-34.7% | $2,441-23.2% | $6,977-73.1% |
| Admin fee / account holder | $2,454 | $5,434-54.8% | $4,706-47.9% | $19,030-87.1% |