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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 | $103,164+129.5% | $90,259+162.3% | $154,746+53.0% |
| Participation rate | 36.4% | 76.1%-39.7pp | 70.7%-34.4pp | 80.7%-44.3pp |
| Annual return | 22.74% | 19.25%+3.5pp | 18.88%+3.9pp | 172.34%-149.6pp |
| Employer contribution / active EE | $3,578 | $2,532+41.3% | $2,291+56.1% | $4,379-18.3% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $3,827-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,930 | $8,593-42.6% | $7,267-32.2% | $14,365-65.7% |