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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 | $210,876 | $99,345+112.3% | $84,753+148.8% | $273,972-23.0% |
| Participation rate | 62.5% | 80.7%-18.2pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 8.50% | 22.93%-14.4pp | 22.78%-14.3pp | 41.46%-33.0pp |
| Employer contribution / active EE | $2,817 | $4,214-33.2% | $3,574-21.2% | $4,869-42.1% |
| Participant deferral / active EE | $3,916 | $4,270-8.3% | $3,712+5.5% | $5,287-25.9% |
| Admin fee / account holder | $1,400 | $6,645-78.9% | $5,333-73.7% | $10,133-86.2% |