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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 | $122,962+92.4% | $71,585+230.5% | $138,895+70.3% |
| Participation rate | 55.6% | 68.9%-13.3pp | 68.2%-12.6pp | 79.9%-24.4pp |
| Annual return | 17.38% | 37.84%-20.5pp | 59.26%-41.9pp | 145.39%-128.0pp |
| Employer contribution / active EE | $1,269 | $2,620-51.5% | $1,669-23.9% | $4,194-69.7% |
| Participant deferral / active EE | $5,652 | $4,311+31.1% | $2,923+93.3% | $6,396-11.6% |
| Admin fee / account holder | $2,159 | $6,488-66.7% | $4,712-54.2% | $12,562-82.8% |