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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 | $223,567 | $88,672+152.1% | $105,223+112.5% | $82,448+171.2% |
| Participation rate | 44.4% | 67.9%-23.5pp | 75.0%-30.6pp | 68.1%-23.6pp |
| Annual return | 14.18% | 30.86%-16.7pp | 180.65%-166.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,582 | $3,048-48.1% | $3,689-57.1% | $2,551-38.0% |
| Participant deferral / active EE | $3,361 | $4,036-16.7% | $5,072-33.7% | $4,139-18.8% |
| Admin fee / account holder | $2,393 | $7,146-66.5% | $8,859-73.0% | $7,234-66.9% |