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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 | $249,762 | $94,439+164.5% | $73,658+239.1% | $154,746+61.4% |
| Participation rate | 9.5% | 64.7%-55.1pp | 57.0%-47.5pp | 80.7%-71.2pp |
| Annual return | 16.74% | 28.25%-11.5pp | 29.72%-13.0pp | 172.34%-155.6pp |
| Employer contribution / active EE | $771 | $1,257-38.7% | $1,032-25.3% | $4,379-82.4% |
| Participant deferral / active EE | $2,952 | $2,527+16.8% | $2,062+43.2% | $6,730-56.1% |
| Admin fee / account holder | $980 | $3,843-74.5% | $3,357-70.8% | $14,365-93.2% |