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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 | $212,718 | $101,778+109.0% | $164,975+28.9% | $80,925+162.9% |
| Participation rate | 52.6% | 71.8%-19.2pp | 78.6%-26.0pp | 67.7%-15.0pp |
| Annual return | 27.32% | 16.73%+10.6pp | 70.12%-42.8pp | 35.65%-8.3pp |
| Employer contribution / active EE | $1,336 | $2,954-54.8% | $4,343-69.2% | $2,756-51.5% |
| Participant deferral / active EE | $3,466 | $4,477-22.6% | $6,033-42.5% | $4,299-19.4% |
| Admin fee / account holder | $2,141 | $8,221-74.0% | $12,688-83.1% | $6,940-69.1% |