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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 | $249,166 | $139,948+78.0% | $121,663+104.8% | $154,746+61.0% |
| Participation rate | 33.3% | 78.0%-44.7pp | 74.5%-41.2pp | 80.7%-47.4pp |
| Annual return | 14.87% | 230.52%-215.7pp | 147.54%-132.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $1,770 | $3,521-49.7% | $3,020-41.4% | $4,379-59.6% |
| Participant deferral / active EE | $5,975 | $5,629+6.2% | $4,887+22.3% | $6,730-11.2% |
| Admin fee / account holder | $3,250 | $17,321-81.2% | $14,289-77.3% | $14,365-77.4% |