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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 | $232,283 | $98,766+135.2% | $149,730+55.1% | $79,852+190.9% |
| Participation rate | 69.4% | 75.8%-6.3pp | 82.5%-13.0pp | 69.6%-0.2pp |
| Annual return | 12.88% | 27.43%-14.6pp | 276.70%-263.8pp | 31.72%-18.8pp |
| Employer contribution / active EE | $1,248 | $3,217-61.2% | $4,645-73.1% | $2,471-49.5% |
| Participant deferral / active EE | $4,722 | $5,681-16.9% | $6,843-31.0% | $3,740+26.2% |
| Admin fee / account holder | $8,996 | $6,052+48.6% | $9,310-3.4% | $5,306+69.5% |