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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 | $243,695 | $100,970+141.4% | $96,576+152.3% | $137,256+77.5% |
| Participation rate | 52.6% | 82.6%-30.0pp | 81.4%-28.8pp | 80.0%-27.3pp |
| Annual return | 17.00% | 38.16%-21.2pp | 38.47%-21.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,533 | $3,809-59.8% | $3,553-56.9% | $4,156-63.1% |
| Participant deferral / active EE | $3,686 | $8,286-55.5% | $7,956-53.7% | $6,407-42.5% |
| Admin fee / account holder | $5,396 | $11,312-52.3% | $11,381-52.6% | $12,270-56.0% |