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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 | $222,583 | $94,439+135.7% | $73,658+202.2% | $154,746+43.8% |
| Participation rate | 43.8% | 64.7%-20.9pp | 57.0%-13.3pp | 80.7%-37.0pp |
| Annual return | 13.02% | 28.25%-15.2pp | 29.72%-16.7pp | 172.34%-159.3pp |
| Employer contribution / active EE | $969 | $1,257-23.0% | $1,032-6.2% | $4,379-77.9% |
| Participant deferral / active EE | $4,091 | $2,527+61.9% | $2,062+98.4% | $6,730-39.2% |
| Admin fee / account holder | $2,183 | $3,843-43.2% | $3,357-35.0% | $14,365-84.8% |