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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 | $110,337+104.8% | $102,383+120.7% | $145,877+54.9% |
| Participation rate | 40.9% | 77.9%-37.0pp | 74.5%-33.6pp | 80.3%-39.4pp |
| Annual return | 12.20% | 24.83%-12.6pp | 24.94%-12.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $2,727 | $4,216-35.3% | $3,870-29.5% | $4,663-41.5% |
| Participant deferral / active EE | $3,783 | $5,621-32.7% | $5,060-25.2% | $6,691-43.5% |
| Admin fee / account holder | $925 | $9,750-90.5% | $8,391-89.0% | $13,402-93.1% |