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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 | $203,642 | $76,407+166.5% | $150,298+35.5% | $82,448+147.0% |
| Participation rate | 28.6% | 66.4%-37.8pp | 77.8%-49.2pp | 68.1%-39.5pp |
| Annual return | 18.80% | 39.99%-21.2pp | 62.79%-44.0pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,169 | $2,614-55.3% | $4,154-71.8% | $2,551-54.2% |
| Participant deferral / active EE | $3,389 | $3,214+5.4% | $5,453-37.8% | $4,139-18.1% |
| Admin fee / account holder | $5,813 | $6,352-8.5% | $14,116-58.8% | $7,234-19.6% |