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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 | $106,524+125.1% | $152,301+57.4% | $87,485+174.1% |
| Participation rate | 48.1% | 75.8%-27.6pp | 82.4%-34.3pp | 68.9%-20.8pp |
| Annual return | 15.05% | 26.89%-11.8pp | 80.50%-65.5pp | 26.06%-11.0pp |
| Employer contribution / active EE | $1,507 | $3,371-55.3% | $4,624-67.4% | $2,596-42.0% |
| Participant deferral / active EE | $5,673 | $6,525-13.1% | $8,004-29.1% | $4,274+32.7% |
| Admin fee / account holder | $12,458 | $8,287+50.3% | $14,398-13.5% | $7,775+60.2% |