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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 | $223,938 | $161,352+38.8% | $134,172+66.9% | $137,256+63.2% |
| Participation rate | 65.2% | 78.3%-13.1pp | 72.5%-7.2pp | 80.0%-14.7pp |
| Annual return | 19.40% | 28.72%-9.3pp | 25.30%-5.9pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,483 | $4,099-63.8% | $3,420-56.6% | $4,156-64.3% |
| Participant deferral / active EE | $4,396 | $5,552-20.8% | $4,690-6.3% | $6,407-31.4% |
| Admin fee / account holder | $1,528 | $15,028-89.8% | $12,016-87.3% | $12,270-87.5% |