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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 | $122,962+101.4% | $71,585+246.0% | $138,895+78.3% |
| Participation rate | 55.6% | 68.9%-13.3pp | 68.2%-12.6pp | 79.9%-24.4pp |
| Annual return | 13.91% | 37.84%-23.9pp | 59.26%-45.3pp | 145.39%-131.5pp |
| Employer contribution / active EE | $1,078 | $2,620-58.8% | $1,669-35.4% | $4,194-74.3% |
| Participant deferral / active EE | $4,575 | $4,311+6.1% | $2,923+56.5% | $6,396-28.5% |
| Admin fee / account holder | $319 | $6,488-95.1% | $4,712-93.2% | $12,562-97.5% |