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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 | $205,086 | $161,352+27.1% | $134,172+52.9% | $137,256+49.4% |
| Participation rate | 27.3% | 78.3%-51.0pp | 72.5%-45.2pp | 80.0%-52.7pp |
| Annual return | 20.53% | 28.72%-8.2pp | 25.30%-4.8pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,345 | $4,099-42.8% | $3,420-31.4% | $4,156-43.6% |
| Participant deferral / active EE | $7,091 | $5,552+27.7% | $4,690+51.2% | $6,407+10.7% |
| Admin fee / account holder | $802 | $15,028-94.7% | $12,016-93.3% | $12,270-93.5% |