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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 | $197,635 | $87,166+126.7% | $76,735+157.6% | $137,256+44.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 18.79% | 26.50%-7.7pp | 29.77%-11.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,895 | $2,904-34.7% | $2,454-22.8% | $4,156-54.4% |
| Participant deferral / active EE | $5,045 | $4,726+6.8% | $4,088+23.4% | $6,407-21.2% |
| Admin fee / account holder | $1,305 | $8,403-84.5% | $7,189-81.8% | $12,270-89.4% |