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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 | $124,980+81.1% | $108,359+108.9% | $154,746+46.3% |
| Participation rate | 42.9% | 75.2%-32.3pp | 70.1%-27.3pp | 80.7%-37.8pp |
| Annual return | 14.40% | 45.00%-30.6pp | 36.89%-22.5pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,352 | $2,851-52.6% | $2,399-43.6% | $4,379-69.1% |
| Participant deferral / active EE | $7,482 | $4,743+57.7% | $4,137+80.8% | $6,730+11.2% |
| Admin fee / account holder | $2,708 | $11,502-76.5% | $9,741-72.2% | $14,365-81.2% |