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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 | $196,133 | $93,598+109.5% | $135,974+44.2% | $75,173+160.9% |
| Participation rate | 57.7% | 75.2%-17.5pp | 81.9%-24.2pp | 67.2%-9.5pp |
| Annual return | 21.00% | 30.89%-9.9pp | 68.30%-47.3pp | 160.72%-139.7pp |
| Employer contribution / active EE | $1,686 | $3,538-52.4% | $4,859-65.3% | $2,671-36.9% |
| Participant deferral / active EE | $5,127 | $6,405-20.0% | $7,760-33.9% | $4,126+24.3% |
| Admin fee / account holder | $13,450 | $6,978+92.8% | $10,767+24.9% | $5,651+138.0% |