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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 | $188,899 | $94,031+100.9% | $115,768+63.2% | $82,448+129.1% |
| Participation rate | 40.6% | 70.4%-29.8pp | 74.4%-33.8pp | 68.1%-27.4pp |
| Annual return | 17.10% | 20.61%-3.5pp | 100.46%-83.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $800 | $2,323-65.6% | $2,940-72.8% | $2,551-68.7% |
| Participant deferral / active EE | $2,747 | $3,972-30.8% | $4,917-44.1% | $4,139-33.6% |
| Admin fee / account holder | $7,593 | $10,249-25.9% | $12,439-39.0% | $7,234+5.0% |