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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 | $234,745 | $102,609+128.8% | $98,090+139.3% | $138,895+69.0% |
| Participation rate | 57.1% | 82.8%-25.6pp | 81.5%-24.4pp | 79.9%-22.8pp |
| Annual return | 15.37% | 36.44%-21.1pp | 37.05%-21.7pp | 145.39%-130.0pp |
| Employer contribution / active EE | $1,865 | $3,867-51.8% | $3,606-48.3% | $4,194-55.5% |
| Participant deferral / active EE | $6,385 | $8,167-21.8% | $7,845-18.6% | $6,396-0.2% |
| Admin fee / account holder | $2,691 | $11,434-76.5% | $11,815-77.2% | $12,562-78.6% |