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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 | $136,860+75.3% | $120,344+99.3% | $154,746+55.0% |
| Participation rate | 63.6% | 79.9%-16.3pp | 76.7%-13.1pp | 80.7%-17.1pp |
| Annual return | 10.26% | 21.38%-11.1pp | 20.30%-10.0pp | 172.34%-162.1pp |
| Employer contribution / active EE | $1,157 | $3,533-67.3% | $3,020-61.7% | $4,379-73.6% |
| Participant deferral / active EE | $4,364 | $5,793-24.7% | $5,135-15.0% | $6,730-35.2% |
| Admin fee / account holder | $6,641 | $15,393-56.9% | $12,742-47.9% | $14,365-53.8% |