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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 | $246,933 | $126,661+95.0% | $113,397+117.8% | $138,895+77.8% |
| Participation rate | 42.9% | 79.4%-36.6pp | 76.5%-33.6pp | 79.9%-37.1pp |
| Annual return | 14.83% | 25.05%-10.2pp | 23.20%-8.4pp | 145.39%-130.6pp |
| Employer contribution / active EE | $1,921 | $3,456-44.4% | $2,977-35.5% | $4,194-54.2% |
| Participant deferral / active EE | $6,751 | $5,693+18.6% | $5,076+33.0% | $6,396+5.5% |
| Admin fee / account holder | $679 | $14,549-95.3% | $11,957-94.3% | $12,562-94.6% |