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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 | $199,148 | $136,860+45.5% | $120,344+65.5% | $154,746+28.7% |
| Participation rate | 44.4% | 79.9%-35.4pp | 76.7%-32.3pp | 80.7%-36.3pp |
| Annual return | 15.68% | 21.38%-5.7pp | 20.30%-4.6pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,630 | $3,533-53.9% | $3,020-46.0% | $4,379-62.8% |
| Participant deferral / active EE | $5,315 | $5,793-8.3% | $5,135+3.5% | $6,730-21.0% |
| Admin fee / account holder | $1,526 | $15,393-90.1% | $12,742-88.0% | $14,365-89.4% |