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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 | $191,191 | $87,166+119.3% | $76,735+149.2% | $137,256+39.3% |
| Participation rate | 16.7% | 74.4%-57.7pp | 69.5%-52.8pp | 80.0%-63.3pp |
| Annual return | 18.43% | 26.50%-8.1pp | 29.77%-11.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,646 | $2,904-8.9% | $2,454+7.8% | $4,156-36.3% |
| Participant deferral / active EE | $3,033 | $4,726-35.8% | $4,088-25.8% | $6,407-52.7% |
| Admin fee / account holder | $1,040 | $8,403-87.6% | $7,189-85.5% | $12,270-91.5% |