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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 | $96,731+134.4% | $123,973+82.9% | $86,983+160.7% |
| Participation rate | 58.1% | 70.0%-12.0pp | 76.7%-18.6pp | 69.5%-11.5pp |
| Annual return | 15.84% | 17.33%-1.5pp | 388.13%-372.3pp | 25.83%-10.0pp |
| Employer contribution / active EE | $1,072 | $3,297-67.5% | $4,126-74.0% | $2,584-58.5% |
| Participant deferral / active EE | $5,597 | $4,152+34.8% | $5,247+6.7% | $4,194+33.5% |
| Admin fee / account holder | $13,858 | $8,722+58.9% | $11,799+17.4% | $7,856+76.4% |