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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 | $208,776 | $37,446+457.5% | $77,513+169.3% | $79,852+161.5% |
| Participation rate | 4.3% | 41.5%-37.3pp | 54.2%-49.9pp | 69.6%-65.4pp |
| Annual return | 23.01% | 39.76%-16.7pp | 54.81%-31.8pp | 31.72%-8.7pp |
| Employer contribution / active EE | $134 | $637-79.0% | $987-86.5% | $2,471-94.6% |
| Participant deferral / active EE | $968 | $1,261-23.2% | $1,861-48.0% | $3,740-74.1% |
| Admin fee / account holder | $2,617 | $2,506+4.4% | $2,859-8.5% | $5,306-50.7% |