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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 | $191,138 | $93,064+105.4% | $74,577+156.3% | $273,972-30.2% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | 9.82% | 26.18%-16.4pp | 20.47%-10.6pp | 41.46%-31.6pp |
| Employer contribution / active EE | $1,208 | $3,160-61.8% | $2,525-52.2% | $4,869-75.2% |
| Participant deferral / active EE | $5,677 | $4,160+36.4% | $3,458+64.1% | $5,287+7.4% |
| Admin fee / account holder | $8,488 | $5,273+61.0% | $4,138+105.1% | $10,133-16.2% |