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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 | $234,890 | $99,994+134.9% | $146,643+60.2% | $85,847+173.6% |
| Participation rate | 24.0% | 73.1%-49.1pp | 80.1%-56.1pp | 69.3%-45.3pp |
| Annual return | 17.92% | 18.93%-1.0pp | 22.75%-4.8pp | 318.61%-300.7pp |
| Employer contribution / active EE | $732 | $2,559-71.4% | $4,137-82.3% | $2,565-71.5% |
| Participant deferral / active EE | $2,382 | $4,006-40.5% | $5,506-56.7% | $3,952-39.7% |
| Admin fee / account holder | $9,978 | $7,703+29.5% | $10,280-2.9% | $6,261+59.4% |