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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 | $247,411 | $93,345+165.1% | $119,126+107.7% | $87,485+182.8% |
| Participation rate | 30.2% | 68.7%-38.5pp | 75.8%-45.5pp | 68.9%-38.7pp |
| Annual return | 12.92% | 19.08%-6.2pp | 282.11%-269.2pp | 26.06%-13.1pp |
| Employer contribution / active EE | $2,353 | $3,172-25.8% | $4,034-41.7% | $2,596-9.4% |
| Participant deferral / active EE | $2,678 | $4,099-34.7% | $5,318-49.6% | $4,274-37.3% |
| Admin fee / account holder | $4,678 | $8,039-41.8% | $10,693-56.3% | $7,775-39.8% |