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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 | $222,219 | $81,487+172.7% | $102,412+117.0% | $80,935+174.6% |
| Participation rate | 63.0% | 66.8%-3.9pp | 74.5%-11.5pp | 67.7%-4.7pp |
| Annual return | 14.09% | 25.60%-11.5pp | 24.94%-10.9pp | 35.66%-21.6pp |
| Employer contribution / active EE | $1,285 | $3,103-58.6% | $3,870-66.8% | $2,757-53.4% |
| Participant deferral / active EE | $3,557 | $3,871-8.1% | $5,060-29.7% | $4,299-17.3% |
| Admin fee / account holder | $5,030 | $6,717-25.1% | $8,388-40.0% | $6,924-27.4% |