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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 | $201,881 | $102,245+97.4% | $89,340+126.0% | $137,256+47.1% |
| Participation rate | 57.9% | 74.9%-17.0pp | 69.6%-11.7pp | 80.0%-22.1pp |
| Annual return | 11.78% | 21.89%-10.1pp | 20.57%-8.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,900 | $2,529-24.9% | $2,231-14.8% | $4,156-54.3% |
| Participant deferral / active EE | $3,053 | $4,436-31.2% | $3,823-20.1% | $6,407-52.3% |
| Admin fee / account holder | $3,027 | $8,085-62.6% | $6,704-54.8% | $12,270-75.3% |