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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 | $188,577 | $68,880+173.8% | $120,580+56.4% | $80,959+132.9% |
| Participation rate | 62.9% | 61.7%+1.2pp | 72.0%-9.1pp | 67.7%-4.8pp |
| Annual return | 10.62% | 23.68%-13.1pp | 107.48%-96.9pp | 35.67%-25.0pp |
| Employer contribution / active EE | $1,719 | $2,066-16.8% | $3,469-50.4% | $2,757-37.6% |
| Participant deferral / active EE | $3,696 | $3,191+15.8% | $4,995-26.0% | $4,300-14.1% |
| Admin fee / account holder | $3,360 | $5,785-41.9% | $9,418-64.3% | $6,925-51.5% |