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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 | $123,000+55.4% | $105,582+81.1% | $198,609-3.7% |
| Participation rate | 16.7% | 76.8%-60.1pp | 71.8%-55.1pp | 82.4%-65.7pp |
| Annual return | 18.43% | 18.31%+0.1pp | 18.61%-0.2pp | 202.70%-184.3pp |
| Employer contribution / active EE | $2,646 | $3,582-26.1% | $2,984-11.3% | $5,055-47.7% |
| Participant deferral / active EE | $3,033 | $5,013-39.5% | $4,353-30.3% | $6,977-56.5% |
| Admin fee / account holder | $1,040 | $16,254-93.6% | $12,856-91.9% | $19,030-94.5% |