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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 | $200,540 | $86,949+130.6% | $102,460+95.7% | $80,959+147.7% |
| Participation rate | 16.1% | 72.4%-56.3pp | 76.5%-60.4pp | 67.7%-51.5pp |
| Annual return | 17.35% | 18.89%-1.5pp | 29.47%-12.1pp | 35.67%-18.3pp |
| Employer contribution / active EE | $1,092 | $2,370-53.9% | $3,025-63.9% | $2,757-60.4% |
| Participant deferral / active EE | $1,921 | $4,121-53.4% | $5,056-62.0% | $4,300-55.3% |
| Admin fee / account holder | $2,916 | $8,048-63.8% | $9,460-69.2% | $6,925-57.9% |