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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 | $208,788 | $101,618+105.5% | $93,063+124.4% | $137,256+52.1% |
| Participation rate | 37.5% | 74.9%-37.4pp | 72.1%-34.6pp | 80.0%-42.5pp |
| Annual return | 19.03% | 223.95%-204.9pp | 34.15%-15.1pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,530 | $2,707-43.5% | $2,476-38.2% | $4,156-63.2% |
| Participant deferral / active EE | $3,428 | $4,279-19.9% | $3,958-13.4% | $6,407-46.5% |
| Admin fee / account holder | $1,103 | $6,198-82.2% | $6,033-81.7% | $12,270-91.0% |