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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 | $236,758 | $97,078+143.9% | $103,065+129.7% | $145,897+62.3% |
| Participation rate | 44.4% | 81.1%-36.7pp | 80.6%-36.1pp | 80.3%-35.9pp |
| Annual return | 17.78% | 25.49%-7.7pp | 23.95%-6.2pp | 552.29%-534.5pp |
| Employer contribution / active EE | $3,688 | $4,680-21.2% | $4,675-21.1% | $4,663-20.9% |
| Participant deferral / active EE | $5,018 | $6,601-24.0% | $6,625-24.3% | $6,689-25.0% |
| Admin fee / account holder | $885 | $12,505-92.9% | $9,349-90.5% | $13,390-93.4% |