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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 | $110,379+90.6% | $102,412+105.5% | $145,884+44.2% |
| Participation rate | 53.8% | 77.9%-24.1pp | 74.5%-20.7pp | 80.3%-26.5pp |
| Annual return | 13.63% | 24.84%-11.2pp | 24.94%-11.3pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,247 | $4,216-70.4% | $3,870-67.8% | $4,662-73.3% |
| Participant deferral / active EE | $3,575 | $5,622-36.4% | $5,060-29.4% | $6,690-46.6% |
| Admin fee / account holder | $3,299 | $9,745-66.1% | $8,388-60.7% | $13,392-75.4% |