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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 | $81,233+153.4% | $155,567+32.3% | $80,874+154.6% |
| Participation rate | 60.0% | 66.2%-6.2pp | 78.2%-18.2pp | 67.6%-7.6pp |
| Annual return | 14.07% | 33.33%-19.3pp | 64.74%-50.7pp | 35.62%-21.5pp |
| Employer contribution / active EE | $1,782 | $3,101-42.5% | $4,674-61.9% | $2,756-35.3% |
| Participant deferral / active EE | $4,062 | $3,452+17.7% | $5,628-27.8% | $4,297-5.5% |
| Admin fee / account holder | $16,357 | $7,998+104.5% | $15,916+2.8% | $6,935+135.9% |