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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 | $232,271 | $69,444+234.5% | $92,985+149.8% | $87,485+165.5% |
| Participation rate | 30.3% | 63.3%-33.0pp | 69.5%-39.2pp | 68.9%-38.6pp |
| Annual return | 20.86% | 23.85%-3.0pp | 27.99%-7.1pp | 26.06%-5.2pp |
| Employer contribution / active EE | $1,270 | $1,917-33.8% | $2,662-52.3% | $2,596-51.1% |
| Participant deferral / active EE | $2,154 | $3,364-36.0% | $4,377-50.8% | $4,274-49.6% |
| Admin fee / account holder | $7,602 | $6,137+23.9% | $9,463-19.7% | $7,775-2.2% |