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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 | $112,729+98.9% | $98,716+127.1% | $137,256+63.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 14.46% | 38.48%-24.0pp | 31.81%-17.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,770 | $2,725-35.0% | $2,279-22.3% | $4,156-57.4% |
| Participant deferral / active EE | $3,670 | $4,640-20.9% | $4,048-9.3% | $6,407-42.7% |
| Admin fee / account holder | $660 | $10,129-93.5% | $8,703-92.4% | $12,270-94.6% |