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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 | $107,733+83.4% | $92,985+112.5% | $154,746+27.7% |
| Participation rate | 50.0% | 74.6%-24.6pp | 69.5%-19.5pp | 80.7%-30.7pp |
| Annual return | 18.79% | 30.39%-11.6pp | 27.99%-9.2pp | 172.34%-153.6pp |
| Employer contribution / active EE | $1,895 | $3,126-39.4% | $2,662-28.8% | $4,379-56.7% |
| Participant deferral / active EE | $5,045 | $5,053-0.2% | $4,377+15.3% | $6,730-25.0% |
| Admin fee / account holder | $1,305 | $11,369-88.5% | $9,463-86.2% | $14,365-90.9% |