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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 | $230,296 | $112,729+104.3% | $98,716+133.3% | $137,256+67.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 16.33% | 38.48%-22.2pp | 31.81%-15.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $551 | $2,725-79.8% | $2,279-75.8% | $4,156-86.7% |
| Participant deferral / active EE | $1,809 | $4,640-61.0% | $4,048-55.3% | $6,407-71.8% |
| Admin fee / account holder | $1,254 | $10,129-87.6% | $8,703-85.6% | $12,270-89.8% |