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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 | $248,215 | $88,672+179.9% | $105,223+135.9% | $82,448+201.1% |
| Participation rate | 45.2% | 67.9%-22.8pp | 75.0%-29.9pp | 68.1%-22.9pp |
| Annual return | 17.42% | 30.86%-13.4pp | 180.65%-163.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,214 | $3,048-60.2% | $3,689-67.1% | $2,551-52.4% |
| Participant deferral / active EE | $4,964 | $4,036+23.0% | $5,072-2.1% | $4,139+19.9% |
| Admin fee / account holder | $7,855 | $7,146+9.9% | $8,859-11.3% | $7,234+8.6% |