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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 | $246,148 | $105,284+133.8% | $150,734+63.3% | $94,015+161.8% |
| Participation rate | 38.1% | 71.7%-33.6pp | 78.4%-40.3pp | 70.8%-32.7pp |
| Annual return | 12.71% | 15.67%-3.0pp | 600.81%-588.1pp | 17.84%-5.1pp |
| Employer contribution / active EE | $1,820 | $3,599-49.4% | $4,918-63.0% | $2,790-34.8% |
| Participant deferral / active EE | $2,960 | $4,274-30.7% | $5,610-47.2% | $4,249-30.3% |
| Admin fee / account holder | $4,269 | $9,839-56.6% | $14,905-71.4% | $8,951-52.3% |