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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 | $241,415 | $95,453+152.9% | $112,040+115.5% | $82,448+192.8% |
| Participation rate | 69.2% | 72.8%-3.5pp | 76.5%-7.3pp | 68.1%+1.2pp |
| Annual return | 14.97% | 23.92%-9.0pp | 24.52%-9.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $977 | $2,318-57.8% | $2,954-66.9% | $2,551-61.7% |
| Participant deferral / active EE | $2,211 | $4,224-47.7% | $5,098-56.6% | $4,139-46.6% |
| Admin fee / account holder | $8,237 | $9,013-8.6% | $12,098-31.9% | $7,234+13.9% |