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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 | $227,615 | $81,487+179.3% | $102,412+122.3% | $80,935+181.2% |
| Participation rate | 48.8% | 66.8%-18.0pp | 74.5%-25.7pp | 67.7%-18.8pp |
| Annual return | 11.50% | 25.60%-14.1pp | 24.94%-13.4pp | 35.66%-24.2pp |
| Employer contribution / active EE | $1,243 | $3,103-59.9% | $3,870-67.9% | $2,757-54.9% |
| Participant deferral / active EE | $4,574 | $3,871+18.2% | $5,060-9.6% | $4,299+6.4% |
| Admin fee / account holder | $5,675 | $6,717-15.5% | $8,388-32.3% | $6,924-18.0% |