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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 | $211,979 | $105,623+100.7% | $87,502+142.3% | $273,972-22.6% |
| Participation rate | 40.0% | 78.2%-38.2pp | 73.8%-33.8pp | 83.0%-43.0pp |
| Annual return | 10.08% | 12.26%-2.2pp | 12.21%-2.1pp | 41.46%-31.4pp |
| Employer contribution / active EE | $1,107 | $3,141-64.8% | $2,550-56.6% | $4,869-77.3% |
| Participant deferral / active EE | $3,914 | $3,601+8.7% | $3,149+24.3% | $5,287-26.0% |
| Admin fee / account holder | $3,700 | $4,781-22.6% | $4,221-12.3% | $10,133-63.5% |