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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 | $196,384 | $107,421+82.8% | $182,262+7.7% | $94,015+108.9% |
| Participation rate | 48.0% | 77.8%-29.8pp | 84.2%-36.2pp | 70.8%-22.8pp |
| Annual return | 17.07% | 21.32%-4.2pp | 140.60%-123.5pp | 17.84%-0.8pp |
| Employer contribution / active EE | $1,167 | $3,448-66.2% | $5,046-76.9% | $2,790-58.2% |
| Participant deferral / active EE | $4,270 | $6,558-34.9% | $8,276-48.4% | $4,249+0.5% |
| Admin fee / account holder | $357 | $8,692-95.9% | $16,712-97.9% | $8,951-96.0% |