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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 | $202,067 | $57,590+250.9% | $86,233+134.3% | $82,448+145.1% |
| Participation rate | 56.7% | 57.9%-1.2pp | 69.0%-12.4pp | 68.1%-11.4pp |
| Annual return | 15.34% | 22.41%-7.1pp | 61.39%-46.0pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,492 | $1,655-9.9% | $2,504-40.4% | $2,551-41.5% |
| Participant deferral / active EE | $3,047 | $3,080-1.1% | $4,559-33.2% | $4,139-26.4% |
| Admin fee / account holder | $7,461 | $4,730+57.7% | $8,342-10.6% | $7,234+3.1% |