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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 | $93,345+139.5% | $119,126+87.7% | $87,485+155.5% |
| Participation rate | 44.4% | 68.7%-24.3pp | 75.8%-31.3pp | 68.9%-24.5pp |
| Annual return | 14.18% | 19.08%-4.9pp | 282.11%-267.9pp | 26.06%-11.9pp |
| Employer contribution / active EE | $1,582 | $3,172-50.1% | $4,034-60.8% | $2,596-39.1% |
| Participant deferral / active EE | $3,361 | $4,099-18.0% | $5,318-36.8% | $4,274-21.4% |
| Admin fee / account holder | $2,393 | $8,039-70.2% | $10,693-77.6% | $7,775-69.2% |