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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 | $202,025 | $65,041+210.6% | $90,965+122.1% | $79,858+153.0% |
| Participation rate | 44.4% | 61.6%-17.2pp | 69.0%-24.6pp | 69.6%-25.2pp |
| Annual return | 13.40% | 30.45%-17.0pp | 134.57%-121.2pp | 31.72%-18.3pp |
| Employer contribution / active EE | $427 | $1,247-65.8% | $2,122-79.9% | $2,471-82.7% |
| Participant deferral / active EE | $2,346 | $2,512-6.6% | $3,373-30.4% | $3,740-37.3% |
| Admin fee / account holder | $1,419 | $4,536-68.7% | $5,960-76.2% | $5,306-73.3% |