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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 | $209,005 | $76,407+173.5% | $150,298+39.1% | $82,448+153.5% |
| Participation rate | 51.3% | 66.4%-15.1pp | 77.8%-26.5pp | 68.1%-16.8pp |
| Annual return | 17.20% | 39.99%-22.8pp | 62.79%-45.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $578 | $2,614-77.9% | $4,154-86.1% | $2,551-77.3% |
| Participant deferral / active EE | $4,958 | $3,214+54.3% | $5,453-9.1% | $4,139+19.8% |
| Admin fee / account holder | $410 | $6,352-93.5% | $14,116-97.1% | $7,234-94.3% |