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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 | $230,647 | $95,404+141.8% | $113,397+103.4% | $82,637+179.1% |
| Participation rate | 44.2% | 72.8%-28.6pp | 76.5%-32.3pp | 68.1%-23.9pp |
| Annual return | 19.10% | 19.08%0pp | 23.20%-4.1pp | 53.51%-34.4pp |
| Employer contribution / active EE | $1,458 | $2,307-36.8% | $2,977-51.0% | $2,552-42.9% |
| Participant deferral / active EE | $4,013 | $4,220-4.9% | $5,076-21.0% | $4,126-2.7% |
| Admin fee / account holder | $15,460 | $9,168+68.6% | $11,957+29.3% | $7,339+110.7% |