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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 | $248,849 | $112,729+120.7% | $98,716+152.1% | $137,256+81.3% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.3%-29.3pp | 80.0%-40.0pp |
| Annual return | 16.57% | 38.48%-21.9pp | 31.81%-15.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,151 | $2,725-57.8% | $2,279-49.5% | $4,156-72.3% |
| Participant deferral / active EE | $7,957 | $4,640+71.5% | $4,048+96.6% | $6,407+24.2% |
| Admin fee / account holder | $1,377 | $10,129-86.4% | $8,703-84.2% | $12,270-88.8% |