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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 | $200,960 | $67,411+198.1% | $91,004+120.8% | $70,126+186.6% |
| Participation rate | 26.9% | 71.4%-44.4pp | 75.6%-48.7pp | 69.5%-42.6pp |
| Annual return | 15.60% | -40.16%+55.8pp | 4.60%+11.0pp | 73.15%-57.6pp |
| Employer contribution / active EE | $348 | $1,786-80.5% | $2,456-85.8% | $2,343-85.1% |
| Participant deferral / active EE | $1,809 | $2,823-35.9% | $3,548-49.0% | $3,332-45.7% |
| Admin fee / account holder | $4,365 | $4,236+3.0% | $5,417-19.4% | $4,645-6.0% |