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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 | $102,245+89.4% | $89,340+116.7% | $137,256+41.1% |
| Participation rate | 47.1% | 74.9%-27.8pp | 69.6%-22.5pp | 80.0%-32.9pp |
| Annual return | 15.83% | 21.89%-6.1pp | 20.57%-4.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $798 | $2,529-68.5% | $2,231-64.2% | $4,156-80.8% |
| Participant deferral / active EE | $2,595 | $4,436-41.5% | $3,823-32.1% | $6,407-59.5% |
| Admin fee / account holder | $1,484 | $8,085-81.6% | $6,704-77.9% | $12,270-87.9% |