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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 | $219,895 | $68,880+219.2% | $120,580+82.4% | $80,959+171.6% |
| Participation rate | 28.6% | 61.7%-33.1pp | 72.0%-43.4pp | 67.7%-39.1pp |
| Annual return | 11.51% | 23.68%-12.2pp | 107.48%-96.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $1,041 | $2,066-49.6% | $3,469-70.0% | $2,757-62.3% |
| Participant deferral / active EE | $5,088 | $3,191+59.5% | $4,995+1.9% | $4,300+18.3% |
| Admin fee / account holder | $3,326 | $5,785-42.5% | $9,418-64.7% | $6,925-52.0% |