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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 | $247,048 | $106,247+132.5% | $96,515+156.0% | $139,466+77.1% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.3%-45.8pp | 80.3%-51.8pp |
| Annual return | 14.78% | 38.47%-23.7pp | 35.73%-20.9pp | 373.66%-358.9pp |
| Employer contribution / active EE | $2,152 | $4,106-47.6% | $3,740-42.4% | $4,754-54.7% |
| Participant deferral / active EE | $5,368 | $5,456-1.6% | $4,880+10.0% | $6,712-20.0% |
| Admin fee / account holder | $1,475 | $7,885-81.3% | $6,735-78.1% | $11,409-87.1% |