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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 | $224,189 | $124,980+79.4% | $108,359+106.9% | $154,746+44.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 14.46% | 45.00%-30.5pp | 36.89%-22.4pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,770 | $2,851-37.9% | $2,399-26.2% | $4,379-59.6% |
| Participant deferral / active EE | $3,670 | $4,743-22.6% | $4,137-11.3% | $6,730-45.5% |
| Admin fee / account holder | $660 | $11,502-94.3% | $9,741-93.2% | $14,365-95.4% |