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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 | $97,751+142.2% | $103,447+128.9% | $145,877+62.3% |
| Participation rate | 44.4% | 81.1%-36.6pp | 80.5%-36.1pp | 80.3%-35.9pp |
| Annual return | 17.78% | 25.43%-7.6pp | 23.92%-6.1pp | 551.28%-533.5pp |
| Employer contribution / active EE | $3,688 | $4,684-21.3% | $4,678-21.2% | $4,663-20.9% |
| Participant deferral / active EE | $5,018 | $6,603-24.0% | $6,624-24.2% | $6,691-25.0% |
| Admin fee / account holder | $885 | $12,515-92.9% | $9,415-90.6% | $13,402-93.4% |