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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 | $241,632 | $107,809+124.1% | $97,032+149.0% | $155,188+55.7% |
| Participation rate | 54.2% | 75.5%-21.3pp | 71.6%-17.4pp | 80.8%-26.6pp |
| Annual return | 14.36% | 38.06%-23.7pp | 35.38%-21.0pp | 148.84%-134.5pp |
| Employer contribution / active EE | $601 | $2,911-79.3% | $2,629-77.1% | $4,248-85.8% |
| Participant deferral / active EE | $5,721 | $5,129+11.5% | $4,672+22.4% | $6,531-12.4% |
| Admin fee / account holder | $2,388 | $10,717-77.7% | $9,418-74.6% | $14,480-83.5% |