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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 | $227,867 | $115,225+97.8% | $100,712+126.3% | $138,895+64.1% |
| Participation rate | 33.3% | 74.3%-41.0pp | 69.3%-35.9pp | 79.9%-46.6pp |
| Annual return | 17.63% | 40.35%-22.7pp | 33.27%-15.6pp | 145.39%-127.8pp |
| Employer contribution / active EE | $2,364 | $2,771-14.7% | $2,313+2.2% | $4,194-43.6% |
| Participant deferral / active EE | $8,242 | $4,699+75.4% | $4,085+101.8% | $6,396+28.9% |
| Admin fee / account holder | $1,084 | $10,844-90.0% | $9,256-88.3% | $12,562-91.4% |