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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 | $218,298 | $87,733+148.8% | $106,555+104.9% | $85,847+154.3% |
| Participation rate | 57.7% | 71.9%-14.2pp | 76.1%-18.4pp | 69.3%-11.6pp |
| Annual return | 28.46% | 21.86%+6.6pp | 26.80%+1.7pp | 318.61%-290.1pp |
| Employer contribution / active EE | $1,092 | $2,073-47.3% | $2,819-61.3% | $2,565-57.4% |
| Participant deferral / active EE | $3,153 | $3,469-9.1% | $4,399-28.3% | $3,952-20.2% |
| Admin fee / account holder | $506 | $6,767-92.5% | $7,408-93.2% | $6,261-91.9% |