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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 | $241,866 | $97,550+147.9% | $120,344+101.0% | $87,485+176.5% |
| Participation rate | 52.0% | 72.8%-20.8pp | 76.7%-24.7pp | 68.9%-16.9pp |
| Annual return | 18.40% | 18.41%0pp | 20.30%-1.9pp | 26.06%-7.7pp |
| Employer contribution / active EE | $1,662 | $2,291-27.5% | $3,020-45.0% | $2,596-36.0% |
| Participant deferral / active EE | $4,463 | $4,230+5.5% | $5,135-13.1% | $4,274+4.4% |
| Admin fee / account holder | $1,051 | $9,543-89.0% | $12,742-91.8% | $7,775-86.5% |