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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 | $230,025 | $106,280+116.4% | $96,538+138.3% | $139,487+64.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 20.02% | 38.48%-18.5pp | 35.74%-15.7pp | 373.84%-353.8pp |
| Employer contribution / active EE | $1,165 | $4,107-71.6% | $3,740-68.9% | $4,755-75.5% |
| Participant deferral / active EE | $2,679 | $5,457-50.9% | $4,880-45.1% | $6,713-60.1% |
| Admin fee / account holder | $1,509 | $7,888-80.9% | $6,737-77.6% | $11,407-86.8% |