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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 | $108,825+102.8% | $156,181+41.3% | $82,448+167.7% |
| Participation rate | 48.8% | 72.4%-23.6pp | 78.8%-30.0pp | 68.1%-19.3pp |
| Annual return | 12.85% | 20.59%-7.7pp | 64.87%-52.0pp | 41.64%-28.8pp |
| Employer contribution / active EE | $949 | $2,870-66.9% | $4,294-77.9% | $2,551-62.8% |
| Participant deferral / active EE | $3,799 | $4,577-17.0% | $6,132-38.1% | $4,139-8.2% |
| Admin fee / account holder | $15,885 | $9,341+70.1% | $14,586+8.9% | $7,234+119.6% |