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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 | $190,244 | $95,762+98.7% | $379,746-49.9% | $79,852+138.2% |
| Participation rate | 45.2% | 74.0%-28.8pp | 78.4%-33.3pp | 69.6%-24.5pp |
| Annual return | 17.36% | 18.26%-0.9pp | 34.90%-17.5pp | 31.72%-14.4pp |
| Employer contribution / active EE | $2,621 | $2,695-2.8% | $3,540-26.0% | $2,471+6.1% |
| Participant deferral / active EE | $7,091 | $4,705+50.7% | $6,024+17.7% | $3,740+89.6% |
| Admin fee / account holder | $783 | $6,745-88.4% | $7,927-90.1% | $5,306-85.2% |