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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 | $216,991 | $77,814+178.9% | $158,223+37.1% | $86,983+149.5% |
| Participation rate | 42.3% | 68.4%-26.1pp | 79.2%-36.9pp | 69.5%-27.2pp |
| Annual return | 13.29% | 30.54%-17.2pp | 52.09%-38.8pp | 25.83%-12.5pp |
| Employer contribution / active EE | $1,417 | $2,592-45.4% | $4,109-65.5% | $2,584-45.2% |
| Participant deferral / active EE | $4,133 | $3,270+26.4% | $5,467-24.4% | $4,194-1.5% |
| Admin fee / account holder | $14,085 | $5,879+139.6% | $16,047-12.2% | $7,856+79.3% |