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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 | $222,317 | $108,882+104.2% | $96,754+129.8% | $154,746+43.7% |
| Participation rate | 42.9% | 75.1%-32.2pp | 70.3%-27.4pp | 80.7%-37.8pp |
| Annual return | 23.06% | 98.39%-75.3pp | 82.04%-59.0pp | 172.34%-149.3pp |
| Employer contribution / active EE | $1,443 | $3,018-52.2% | $2,679-46.1% | $4,379-67.0% |
| Participant deferral / active EE | $5,549 | $5,323+4.3% | $4,758+16.6% | $6,730-17.5% |
| Admin fee / account holder | $451 | $10,200-95.6% | $8,905-94.9% | $14,365-96.9% |