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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 | $191,780 | $110,137+74.1% | $161,149+19.0% | $82,637+132.1% |
| Participation rate | 46.4% | 72.4%-25.9pp | 78.8%-32.4pp | 68.1%-21.6pp |
| Annual return | 13.83% | 20.69%-6.9pp | 21.16%-7.3pp | 53.51%-39.7pp |
| Employer contribution / active EE | $1,645 | $2,856-42.4% | $4,360-62.3% | $2,552-35.6% |
| Participant deferral / active EE | $3,304 | $4,575-27.8% | $6,153-46.3% | $4,126-19.9% |
| Admin fee / account holder | $10,510 | $9,467+11.0% | $15,194-30.8% | $7,339+43.2% |