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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 | $76,834+172.7% | $108,359+93.3% | $87,485+139.5% |
| Participation rate | 59.3% | 61.7%-2.5pp | 70.1%-10.9pp | 68.9%-9.7pp |
| Annual return | 16.02% | 19.09%-3.1pp | 36.89%-20.9pp | 26.06%-10.0pp |
| Employer contribution / active EE | $828 | $1,556-46.8% | $2,399-65.5% | $2,596-68.1% |
| Participant deferral / active EE | $4,276 | $3,100+37.9% | $4,137+3.4% | $4,274+0.1% |
| Admin fee / account holder | $1,183 | $6,537-81.9% | $9,741-87.9% | $7,775-84.8% |