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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 | $193,558 | $108,825+77.9% | $156,181+23.9% | $82,448+134.8% |
| Participation rate | 64.0% | 72.4%-8.4pp | 78.8%-14.8pp | 68.1%-4.1pp |
| Annual return | 15.08% | 20.59%-5.5pp | 64.87%-49.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,362 | $2,870-52.5% | $4,294-68.3% | $2,551-46.6% |
| Participant deferral / active EE | $5,239 | $4,577+14.5% | $6,132-14.6% | $4,139+26.6% |
| Admin fee / account holder | $28,908 | $9,341+209.5% | $14,586+98.2% | $7,234+299.6% |