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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 | $239,856 | $167,415+43.3% | $140,514+70.7% | $198,609+20.8% |
| Participation rate | 63.6% | 80.9%-17.2pp | 77.8%-14.2pp | 82.4%-18.7pp |
| Annual return | 10.26% | 13.85%-3.6pp | 14.36%-4.1pp | 202.70%-192.4pp |
| Employer contribution / active EE | $1,157 | $4,088-71.7% | $3,378-65.8% | $5,055-77.1% |
| Participant deferral / active EE | $4,364 | $5,579-21.8% | $4,919-11.3% | $6,977-37.5% |
| Admin fee / account holder | $6,641 | $16,730-60.3% | $13,697-51.5% | $19,030-65.1% |