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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 | $190,185 | $57,590+230.2% | $86,233+120.5% | $82,448+130.7% |
| Participation rate | 13.8% | 57.9%-44.1pp | 69.0%-55.2pp | 68.1%-54.3pp |
| Annual return | 14.03% | 22.41%-8.4pp | 61.39%-47.4pp | 41.64%-27.6pp |
| Employer contribution / active EE | $396 | $1,655-76.1% | $2,504-84.2% | $2,551-84.5% |
| Participant deferral / active EE | $866 | $3,080-71.9% | $4,559-81.0% | $4,139-79.1% |
| Admin fee / account holder | $745 | $4,730-84.2% | $8,342-91.1% | $7,234-89.7% |