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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 | $212,720 | $84,236+152.5% | $170,435+24.8% | $70,126+203.3% |
| Participation rate | 53.8% | 70.8%-17.0pp | 83.6%-29.8pp | 69.5%-15.7pp |
| Annual return | 23.94% | 23.06%+0.9pp | 205.94%-182.0pp | 73.15%-49.2pp |
| Employer contribution / active EE | $1,176 | $3,387-65.3% | $5,432-78.4% | $2,343-49.8% |
| Participant deferral / active EE | $2,428 | $3,086-21.3% | $4,939-50.8% | $3,332-27.1% |
| Admin fee / account holder | $739 | $5,698-87.0% | $13,881-94.7% | $4,645-84.1% |