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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 | $205,568 | $103,949+97.8% | $69,182+197.1% | $273,972-25.0% |
| Participation rate | 46.7% | 67.4%-20.7pp | 55.1%-8.4pp | 83.0%-36.3pp |
| Annual return | 8.93% | 35.28%-26.3pp | -21.93%+30.9pp | 41.46%-32.5pp |
| Employer contribution / active EE | $2,222 | $1,783+24.6% | $1,206+84.2% | $4,869-54.4% |
| Participant deferral / active EE | $2,104 | $2,716-22.5% | $1,897+10.9% | $5,287-60.2% |
| Admin fee / account holder | $37,334 | $3,671+917.1% | $2,697+1284.4% | $10,133+268.4% |