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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 | $239,762 | $116,203+106.3% | $93,621+156.1% | $152,909+56.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.8%-9.2pp | 82.5%-15.8pp |
| Annual return | 19.17% | 35.96%-16.8pp | 32.76%-13.6pp | 345.46%-326.3pp |
| Employer contribution / active EE | $1,431 | $3,219-55.5% | $2,719-47.4% | $4,764-70.0% |
| Participant deferral / active EE | $2,435 | $4,605-47.1% | $4,070-40.2% | $5,851-58.4% |
| Admin fee / account holder | $5,684 | $10,751-47.1% | $7,890-28.0% | $11,601-51.0% |