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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 | $236,767 | $106,974+121.3% | $90,796+160.8% | $138,895+70.5% |
| Participation rate | 36.4% | 74.9%-38.5pp | 69.5%-33.1pp | 79.9%-43.6pp |
| Annual return | 22.74% | 20.10%+2.6pp | 19.29%+3.4pp | 145.39%-122.7pp |
| Employer contribution / active EE | $3,578 | $2,609+37.1% | $2,294+56.0% | $4,194-14.7% |
| Participant deferral / active EE | $0 | $4,455-100.0% | $3,822-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,930 | $8,626-42.8% | $7,024-29.8% | $12,562-60.8% |