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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 | $230,350 | $124,425+85.1% | $112,040+105.6% | $137,256+67.8% |
| Participation rate | 27.3% | 79.3%-52.0pp | 76.5%-49.2pp | 80.0%-52.7pp |
| Annual return | 13.18% | 24.72%-11.5pp | 24.52%-11.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,006 | $3,411-70.5% | $2,954-65.9% | $4,156-75.8% |
| Participant deferral / active EE | $3,629 | $5,718-36.5% | $5,098-28.8% | $6,407-43.4% |
| Admin fee / account holder | $11,871 | $15,207-21.9% | $12,098-1.9% | $12,270-3.3% |