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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 | $97,289+149.6% | $92,805+161.7% | $155,188+56.5% |
| Participation rate | 55.6% | 84.2%-28.6pp | 83.5%-28.0pp | 80.8%-25.2pp |
| Annual return | 17.17% | 29.03%-11.9pp | 31.59%-14.4pp | 148.84%-131.7pp |
| Employer contribution / active EE | $1,796 | $3,632-50.5% | $3,424-47.5% | $4,248-57.7% |
| Participant deferral / active EE | $5,748 | $8,795-34.6% | $8,448-32.0% | $6,531-12.0% |
| Admin fee / account holder | $7,482 | $12,015-37.7% | $10,911-31.4% | $14,480-48.3% |