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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 | $216,865 | $138,312+56.8% | $122,979+76.3% | $155,188+39.7% |
| Participation rate | 61.9% | 80.2%-18.3pp | 77.2%-15.3pp | 80.8%-18.9pp |
| Annual return | 14.44% | 22.06%-7.6pp | 20.12%-5.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $1,044 | $3,530-70.4% | $3,062-65.9% | $4,248-75.4% |
| Participant deferral / active EE | $4,180 | $5,592-25.3% | $5,003-16.5% | $6,531-36.0% |
| Admin fee / account holder | $2,350 | $15,089-84.4% | $12,864-81.7% | $14,480-83.8% |