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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 | $202,758 | $90,400+124.3% | $186,193+8.9% | $87,485+131.8% |
| Participation rate | 37.5% | 66.2%-28.7pp | 77.1%-39.6pp | 68.9%-31.4pp |
| Annual return | 13.38% | 22.15%-8.8pp | 78.03%-64.6pp | 26.06%-12.7pp |
| Employer contribution / active EE | $1,171 | $2,170-46.0% | $3,918-70.1% | $2,596-54.9% |
| Participant deferral / active EE | $2,361 | $4,330-45.5% | $6,513-63.8% | $4,274-44.8% |
| Admin fee / account holder | $12,979 | $8,673+49.7% | $11,058+17.4% | $7,775+66.9% |