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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 | $226,353 | $115,225+96.4% | $100,712+124.8% | $138,895+63.0% |
| Participation rate | 42.9% | 74.3%-31.5pp | 69.3%-26.4pp | 79.9%-37.1pp |
| Annual return | 14.40% | 40.35%-26.0pp | 33.27%-18.9pp | 145.39%-131.0pp |
| Employer contribution / active EE | $1,352 | $2,771-51.2% | $2,313-41.5% | $4,194-67.8% |
| Participant deferral / active EE | $7,482 | $4,699+59.2% | $4,085+83.1% | $6,396+17.0% |
| Admin fee / account holder | $2,708 | $10,844-75.0% | $9,256-70.7% | $12,562-78.4% |