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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 | $247,707 | $116,167+113.2% | $64,489+284.1% | $137,256+80.5% |
| Participation rate | 55.6% | 68.2%-12.6pp | 67.7%-12.1pp | 80.0%-24.4pp |
| Annual return | 13.91% | 36.55%-22.6pp | 55.03%-41.1pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,078 | $2,483-56.6% | $1,523-29.2% | $4,156-74.1% |
| Participant deferral / active EE | $4,575 | $4,215+8.5% | $2,778+64.7% | $6,407-28.6% |
| Admin fee / account holder | $319 | $6,188-94.8% | $4,260-92.5% | $12,270-97.4% |