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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 | $116,167+103.7% | $64,489+266.9% | $137,256+72.4% |
| Participation rate | 55.6% | 68.2%-12.6pp | 67.7%-12.1pp | 80.0%-24.4pp |
| Annual return | 17.38% | 36.55%-19.2pp | 55.03%-37.6pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,269 | $2,483-48.9% | $1,523-16.7% | $4,156-69.5% |
| Participant deferral / active EE | $5,652 | $4,215+34.1% | $2,778+103.4% | $6,407-11.8% |
| Admin fee / account holder | $2,159 | $6,188-65.1% | $4,260-49.3% | $12,270-82.4% |