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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 | $230,893 | $71,208+224.2% | $93,681+146.5% | $80,911+185.4% |
| Participation rate | 43.2% | 60.4%-17.2pp | 68.7%-25.5pp | 67.6%-24.4pp |
| Annual return | 16.37% | 11.27%+5.1pp | 133.47%-117.1pp | 35.63%-19.3pp |
| Employer contribution / active EE | $1,310 | $1,564-16.2% | $2,422-45.9% | $2,756-52.5% |
| Participant deferral / active EE | $3,967 | $4,035-1.7% | $4,415-10.1% | $4,297-7.7% |
| Admin fee / account holder | $9,874 | $6,951+42.1% | $8,290+19.1% | $6,935+42.4% |