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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 | $124,425+60.1% | $112,040+77.7% | $137,256+45.1% |
| Participation rate | 44.4% | 79.3%-34.9pp | 76.5%-32.0pp | 80.0%-35.5pp |
| Annual return | 15.68% | 24.72%-9.0pp | 24.52%-8.8pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,630 | $3,411-52.2% | $2,954-44.8% | $4,156-60.8% |
| Participant deferral / active EE | $5,315 | $5,718-7.1% | $5,098+4.3% | $6,407-17.0% |
| Admin fee / account holder | $1,526 | $15,207-90.0% | $12,098-87.4% | $12,270-87.6% |