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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 | $209,489 | $73,787+183.9% | $98,716+112.2% | $82,448+154.1% |
| Participation rate | 59.3% | 61.4%-2.1pp | 69.3%-10.0pp | 68.1%-8.8pp |
| Annual return | 16.02% | 18.57%-2.5pp | 31.81%-15.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $828 | $1,511-45.2% | $2,279-63.6% | $2,551-67.5% |
| Participant deferral / active EE | $4,276 | $3,081+38.8% | $4,048+5.6% | $4,139+3.3% |
| Admin fee / account holder | $1,183 | $6,500-81.8% | $8,703-86.4% | $7,234-83.6% |