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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 | $228,919 | $93,617+144.5% | $135,982+68.3% | $75,177+204.5% |
| Participation rate | 46.4% | 75.2%-28.8pp | 81.9%-35.5pp | 67.2%-20.8pp |
| Annual return | 19.86% | 30.89%-11.0pp | 68.32%-48.5pp | 160.75%-140.9pp |
| Employer contribution / active EE | $2,074 | $3,538-41.4% | $4,859-57.3% | $2,671-22.3% |
| Participant deferral / active EE | $4,262 | $6,406-33.5% | $7,760-45.1% | $4,126+3.3% |
| Admin fee / account holder | $2,778 | $6,980-60.2% | $10,767-74.2% | $5,651-50.8% |