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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 | $220,674 | $114,712+92.4% | $173,730+27.0% | $87,485+152.2% |
| Participation rate | 48.8% | 73.0%-24.2pp | 79.6%-30.8pp | 68.9%-20.2pp |
| Annual return | 12.85% | 20.18%-7.3pp | 19.96%-7.1pp | 26.06%-13.2pp |
| Employer contribution / active EE | $949 | $2,904-67.3% | $4,577-79.3% | $2,596-63.5% |
| Participant deferral / active EE | $3,799 | $4,642-18.2% | $6,326-40.0% | $4,274-11.1% |
| Admin fee / account holder | $15,885 | $10,210+55.6% | $17,523-9.4% | $7,775+104.3% |