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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 | $223,927 | $124,425+80.0% | $112,040+99.9% | $137,256+63.1% |
| Participation rate | 64.3% | 79.3%-15.0pp | 76.5%-12.2pp | 80.0%-15.7pp |
| Annual return | 12.46% | 24.72%-12.3pp | 24.52%-12.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,038 | $3,411-69.6% | $2,954-64.9% | $4,156-75.0% |
| Participant deferral / active EE | $9,130 | $5,718+59.7% | $5,098+79.1% | $6,407+42.5% |
| Admin fee / account holder | $43,810 | $15,207+188.1% | $12,098+262.1% | $12,270+257.0% |