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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 | $199,540 | $57,140+249.2% | $85,240+134.1% | $80,959+146.5% |
| Participation rate | 41.4% | 56.4%-15.0pp | 67.5%-26.1pp | 67.7%-26.3pp |
| Annual return | 10.79% | 21.71%-10.9pp | 66.75%-56.0pp | 35.67%-24.9pp |
| Employer contribution / active EE | $803 | $1,802-55.5% | $2,735-70.7% | $2,757-70.9% |
| Participant deferral / active EE | $3,505 | $3,115+12.5% | $4,527-22.6% | $4,300-18.5% |
| Admin fee / account holder | $8,495 | $4,992+70.2% | $6,165+37.8% | $6,925+22.7% |