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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 | $241,747 | $124,330+94.4% | $109,173+121.4% | $167,536+44.3% |
| Participation rate | 38.5% | 79.5%-41.0pp | 75.9%-37.4pp | 82.1%-43.7pp |
| Annual return | 25.97% | 26.04%-0.1pp | 25.75%+0.2pp | 478.82%-452.8pp |
| Employer contribution / active EE | $2,238 | $4,209-46.8% | $3,723-39.9% | $4,839-53.7% |
| Participant deferral / active EE | $4,800 | $5,256-8.7% | $4,654+3.1% | $6,342-24.3% |
| Admin fee / account holder | $331 | $7,974-95.8% | $6,755-95.1% | $12,315-97.3% |