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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 | $236,586 | $151,427+56.2% | $112,860+109.6% | $154,746+52.9% |
| Participation rate | 55.6% | 69.1%-13.6pp | 66.3%-10.8pp | 80.7%-25.1pp |
| Annual return | 17.38% | 30.95%-13.6pp | 35.26%-17.9pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,269 | $2,750-53.8% | $2,206-42.5% | $4,379-71.0% |
| Participant deferral / active EE | $5,652 | $4,285+31.9% | $3,493+61.8% | $6,730-16.0% |
| Admin fee / account holder | $2,159 | $7,369-70.7% | $6,841-68.4% | $14,365-85.0% |