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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 | $225,937 | $110,410+104.6% | $102,437+120.6% | $145,897+54.9% |
| Participation rate | 40.9% | 77.9%-37.0pp | 74.5%-33.6pp | 80.3%-39.4pp |
| Annual return | 12.20% | 24.85%-12.6pp | 24.95%-12.7pp | 552.29%-540.1pp |
| Employer contribution / active EE | $2,727 | $4,217-35.3% | $3,871-29.6% | $4,663-41.5% |
| Participant deferral / active EE | $3,783 | $5,622-32.7% | $5,060-25.2% | $6,689-43.5% |
| Admin fee / account holder | $925 | $9,745-90.5% | $8,388-89.0% | $13,390-93.1% |