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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 | $239,733 | $81,487+194.2% | $102,412+134.1% | $80,935+196.2% |
| Participation rate | 45.0% | 66.8%-21.8pp | 74.5%-29.5pp | 67.7%-22.7pp |
| Annual return | 11.89% | 25.60%-13.7pp | 24.94%-13.1pp | 35.66%-23.8pp |
| Employer contribution / active EE | $947 | $3,103-69.5% | $3,870-75.5% | $2,757-65.7% |
| Participant deferral / active EE | $5,109 | $3,871+32.0% | $5,060+1.0% | $4,299+18.8% |
| Admin fee / account holder | $1,412 | $6,717-79.0% | $8,388-83.2% | $6,924-79.6% |