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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 | $202,418 | $59,123+242.4% | $77,183+162.3% | $75,181+169.2% |
| Participation rate | 46.2% | 63.9%-17.7pp | 69.6%-23.4pp | 67.2%-21.0pp |
| Annual return | 19.17% | 26.72%-7.5pp | 37.89%-18.7pp | 160.69%-141.5pp |
| Employer contribution / active EE | $1,161 | $1,996-41.8% | $2,534-54.2% | $2,671-56.5% |
| Participant deferral / active EE | $2,534 | $2,999-15.5% | $3,833-33.9% | $4,126-38.6% |
| Admin fee / account holder | $5,392 | $4,776+12.9% | $5,475-1.5% | $5,650-4.6% |