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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 | $189,696 | $83,485+127.2% | $125,180+51.5% | $72,983+159.9% |
| Participation rate | 54.8% | 73.3%-18.5pp | 79.8%-25.0pp | 69.5%-14.7pp |
| Annual return | 24.98% | 25.78%-0.8pp | 43.79%-18.8pp | 81.01%-56.0pp |
| Employer contribution / active EE | $1,474 | $2,346-37.2% | $3,866-61.9% | $2,440-39.6% |
| Participant deferral / active EE | $3,497 | $3,586-2.5% | $4,937-29.2% | $3,608-3.1% |
| Admin fee / account holder | $2,214 | $5,518-59.9% | $9,703-77.2% | $5,124-56.8% |