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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 | $192,492 | $79,961+140.7% | $98,462+95.5% | $75,177+156.1% |
| Participation rate | 44.8% | 70.4%-25.5pp | 75.2%-30.3pp | 67.2%-22.4pp |
| Annual return | 15.85% | 19.75%-3.9pp | 21.17%-5.3pp | 160.75%-144.9pp |
| Employer contribution / active EE | $1,326 | $2,264-41.4% | $3,049-56.5% | $2,671-50.4% |
| Participant deferral / active EE | $2,589 | $3,753-31.0% | $4,738-45.4% | $4,126-37.3% |
| Admin fee / account holder | $2,491 | $6,842-63.6% | $8,875-71.9% | $5,651-55.9% |