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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 | $103,164+95.7% | $90,259+123.7% | $154,746+30.5% |
| Participation rate | 57.9% | 76.1%-18.2pp | 70.7%-12.9pp | 80.7%-22.8pp |
| Annual return | 11.78% | 19.25%-7.5pp | 18.88%-7.1pp | 172.34%-160.6pp |
| Employer contribution / active EE | $1,900 | $2,532-24.9% | $2,291-17.1% | $4,379-56.6% |
| Participant deferral / active EE | $3,053 | $4,422-30.9% | $3,827-20.2% | $6,730-54.6% |
| Admin fee / account holder | $3,027 | $8,593-64.8% | $7,267-58.3% | $14,365-78.9% |