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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 | $244,332 | $100,262+143.7% | $81,370+200.3% | $145,897+67.5% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 19.12% | 34.52%-15.4pp | 24.85%-5.7pp | 552.29%-533.2pp |
| Employer contribution / active EE | $922 | $2,979-69.1% | $2,464-62.6% | $4,663-80.2% |
| Participant deferral / active EE | $2,988 | $4,612-35.2% | $3,885-23.1% | $6,689-55.3% |
| Admin fee / account holder | $5,042 | $8,163-38.2% | $5,749-12.3% | $13,390-62.3% |