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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 | $226,782 | $88,672+155.8% | $105,223+115.5% | $82,448+175.1% |
| Participation rate | 58.1% | 67.9%-9.9pp | 75.0%-17.0pp | 68.1%-10.0pp |
| Annual return | 15.84% | 30.86%-15.0pp | 180.65%-164.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,072 | $3,048-64.8% | $3,689-70.9% | $2,551-58.0% |
| Participant deferral / active EE | $5,597 | $4,036+38.7% | $5,072+10.4% | $4,139+35.2% |
| Admin fee / account holder | $13,858 | $7,146+93.9% | $8,859+56.4% | $7,234+91.6% |