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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 | $239,777 | $99,875+140.1% | $146,866+63.3% | $86,983+175.7% |
| Participation rate | 48.1% | 75.8%-27.7pp | 82.5%-34.4pp | 69.5%-21.4pp |
| Annual return | 15.05% | 28.10%-13.1pp | 102.85%-87.8pp | 25.83%-10.8pp |
| Employer contribution / active EE | $1,507 | $3,224-53.3% | $4,425-65.9% | $2,584-41.7% |
| Participant deferral / active EE | $5,673 | $6,322-10.3% | $7,759-26.9% | $4,194+35.3% |
| Admin fee / account holder | $12,458 | $7,838+59.0% | $13,620-8.5% | $7,856+58.6% |