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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 | $243,253 | $117,396+107.2% | $99,452+144.6% | $152,870+59.1% |
| Participation rate | 58.3% | 77.5%-19.2pp | 73.8%-15.5pp | 82.4%-24.1pp |
| Annual return | 15.40% | 31.87%-16.5pp | 30.72%-15.3pp | 345.34%-329.9pp |
| Employer contribution / active EE | $1,149 | $3,013-61.9% | $2,540-54.8% | $4,763-75.9% |
| Participant deferral / active EE | $3,748 | $4,086-8.3% | $3,619+3.6% | $5,850-35.9% |
| Admin fee / account holder | $2,318 | $7,632-69.6% | $6,251-62.9% | $11,597-80.0% |