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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 | $220,341 | $136,860+61.0% | $120,344+83.1% | $154,746+42.4% |
| Participation rate | 33.3% | 79.9%-46.6pp | 76.7%-43.4pp | 80.7%-47.4pp |
| Annual return | 16.82% | 21.38%-4.6pp | 20.30%-3.5pp | 172.34%-155.5pp |
| Employer contribution / active EE | $1,374 | $3,533-61.1% | $3,020-54.5% | $4,379-68.6% |
| Participant deferral / active EE | $5,629 | $5,793-2.8% | $5,135+9.6% | $6,730-16.4% |
| Admin fee / account holder | $315 | $15,393-98.0% | $12,742-97.5% | $14,365-97.8% |