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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 | $208,692 | $72,269+188.8% | $101,271+106.1% | $79,852+161.3% |
| Participation rate | 44.2% | 68.5%-24.2pp | 75.8%-31.6pp | 69.6%-25.4pp |
| Annual return | 16.06% | 22.29%-6.2pp | 46.48%-30.4pp | 31.72%-15.7pp |
| Employer contribution / active EE | $1,100 | $2,692-59.1% | $3,660-69.9% | $2,471-55.5% |
| Participant deferral / active EE | $3,055 | $3,282-6.9% | $4,371-30.1% | $3,740-18.3% |
| Admin fee / account holder | $1,582 | $4,401-64.0% | $5,948-73.4% | $5,306-70.2% |