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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 | $210,432 | $111,814+88.2% | $103,378+103.6% | $145,978+44.2% |
| Participation rate | 53.8% | 77.9%-24.1pp | 74.5%-20.7pp | 80.3%-26.4pp |
| Annual return | 13.63% | 24.80%-11.2pp | 24.91%-11.3pp | 550.52%-536.9pp |
| Employer contribution / active EE | $1,247 | $4,215-70.4% | $3,870-67.8% | $4,662-73.3% |
| Participant deferral / active EE | $3,575 | $5,618-36.4% | $5,058-29.3% | $6,690-46.6% |
| Admin fee / account holder | $3,299 | $9,764-66.2% | $8,401-60.7% | $13,400-75.4% |