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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 | $242,862 | $102,609+136.7% | $98,090+147.6% | $138,895+74.9% |
| Participation rate | 55.6% | 82.8%-27.2pp | 81.5%-26.0pp | 79.9%-24.4pp |
| Annual return | 17.17% | 36.44%-19.3pp | 37.05%-19.9pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,796 | $3,867-53.6% | $3,606-50.2% | $4,194-57.2% |
| Participant deferral / active EE | $5,748 | $8,167-29.6% | $7,845-26.7% | $6,396-10.1% |
| Admin fee / account holder | $7,482 | $11,434-34.6% | $11,815-36.7% | $12,562-40.4% |