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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 | $244,827 | $77,896+214.3% | $134,172+82.5% | $82,448+196.9% |
| Participation rate | 52.5% | 62.8%-10.3pp | 72.5%-20.0pp | 68.1%-15.6pp |
| Annual return | 16.27% | 18.21%-1.9pp | 25.30%-9.0pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,530 | $2,159-29.1% | $3,420-55.3% | $2,551-40.0% |
| Participant deferral / active EE | $3,293 | $3,162+4.1% | $4,690-29.8% | $4,139-20.5% |
| Admin fee / account holder | $747 | $6,336-88.2% | $12,016-93.8% | $7,234-89.7% |