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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 | $216,864 | $115,225+88.2% | $100,712+115.3% | $138,895+56.1% |
| Participation rate | 33.3% | 74.3%-41.0pp | 69.3%-35.9pp | 79.9%-46.6pp |
| Annual return | 17.06% | 40.35%-23.3pp | 33.27%-16.2pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,450 | $2,771-47.7% | $2,313-37.3% | $4,194-65.4% |
| Participant deferral / active EE | $4,666 | $4,699-0.7% | $4,085+14.2% | $6,396-27.0% |
| Admin fee / account holder | $17,414 | $10,844+60.6% | $9,256+88.1% | $12,562+38.6% |