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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 | $242,265 | $87,166+177.9% | $76,735+215.7% | $137,256+76.5% |
| Participation rate | 52.9% | 74.4%-21.4pp | 69.5%-16.6pp | 80.0%-27.0pp |
| Annual return | 14.25% | 26.50%-12.3pp | 29.77%-15.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,269 | $2,904-56.3% | $2,454-48.3% | $4,156-69.5% |
| Participant deferral / active EE | $4,488 | $4,726-5.0% | $4,088+9.8% | $6,407-30.0% |
| Admin fee / account holder | $6,695 | $8,403-20.3% | $7,189-6.9% | $12,270-45.4% |