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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 | $205,872 | $81,276+153.3% | $155,574+32.3% | $80,925+154.4% |
| Participation rate | 60.0% | 66.2%-6.2pp | 78.2%-18.2pp | 67.7%-7.7pp |
| Annual return | 14.07% | 33.36%-19.3pp | 64.87%-50.8pp | 35.65%-21.6pp |
| Employer contribution / active EE | $1,782 | $3,103-42.6% | $4,676-61.9% | $2,756-35.4% |
| Participant deferral / active EE | $4,062 | $3,453+17.7% | $5,629-27.8% | $4,299-5.5% |
| Admin fee / account holder | $16,357 | $7,993+104.6% | $15,914+2.8% | $6,940+135.7% |