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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 | $229,515 | $99,994+129.5% | $146,643+56.5% | $85,847+167.4% |
| Participation rate | 65.4% | 73.1%-7.7pp | 80.1%-14.7pp | 69.3%-3.9pp |
| Annual return | 17.38% | 18.93%-1.6pp | 22.75%-5.4pp | 318.61%-301.2pp |
| Employer contribution / active EE | $1,755 | $2,559-31.4% | $4,137-57.6% | $2,565-31.6% |
| Participant deferral / active EE | $3,779 | $4,006-5.7% | $5,506-31.4% | $3,952-4.4% |
| Admin fee / account holder | $2,788 | $7,703-63.8% | $10,280-72.9% | $6,261-55.5% |