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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 | $100,970+140.5% | $96,576+151.5% | $137,256+76.9% |
| Participation rate | 55.6% | 82.6%-27.1pp | 81.4%-25.9pp | 80.0%-24.4pp |
| Annual return | 17.17% | 38.16%-21.0pp | 38.47%-21.3pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,796 | $3,809-52.9% | $3,553-49.5% | $4,156-56.8% |
| Participant deferral / active EE | $5,748 | $8,286-30.6% | $7,956-27.8% | $6,407-10.3% |
| Admin fee / account holder | $7,482 | $11,312-33.9% | $11,381-34.3% | $12,270-39.0% |