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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 | $212,631 | $87,132+144.0% | $105,624+101.3% | $80,959+162.6% |
| Participation rate | 28.6% | 70.4%-41.9pp | 75.3%-46.7pp | 67.7%-39.1pp |
| Annual return | 16.08% | 17.03%-1.0pp | 116.20%-100.1pp | 35.67%-19.6pp |
| Employer contribution / active EE | $1,073 | $2,397-55.3% | $3,168-66.1% | $2,757-61.1% |
| Participant deferral / active EE | $2,958 | $3,985-25.8% | $5,013-41.0% | $4,300-31.2% |
| Admin fee / account holder | $1,664 | $8,449-80.3% | $10,961-84.8% | $6,925-76.0% |