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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 | $193,617 | $103,164+87.7% | $90,259+114.5% | $154,746+25.1% |
| Participation rate | 47.1% | 76.1%-29.0pp | 70.7%-23.7pp | 80.7%-33.6pp |
| Annual return | 15.83% | 19.25%-3.4pp | 18.88%-3.0pp | 172.34%-156.5pp |
| Employer contribution / active EE | $798 | $2,532-68.5% | $2,291-65.2% | $4,379-81.8% |
| Participant deferral / active EE | $2,595 | $4,422-41.3% | $3,827-32.2% | $6,730-61.4% |
| Admin fee / account holder | $1,484 | $8,593-82.7% | $7,267-79.6% | $14,365-89.7% |