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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 | $241,939 | $139,948+72.9% | $121,663+98.9% | $154,746+56.3% |
| Participation rate | 46.2% | 78.0%-31.9pp | 74.5%-28.3pp | 80.7%-34.5pp |
| Annual return | 16.07% | 230.52%-214.4pp | 147.54%-131.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $847 | $3,521-75.9% | $3,020-71.9% | $4,379-80.7% |
| Participant deferral / active EE | $3,969 | $5,629-29.5% | $4,887-18.8% | $6,730-41.0% |
| Admin fee / account holder | $11,398 | $17,321-34.2% | $14,289-20.2% | $14,365-20.7% |