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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 | $214,689 | $61,125+251.2% | $94,057+128.3% | $87,485+145.4% |
| Participation rate | 35.3% | 64.1%-28.8pp | 73.3%-38.0pp | 68.9%-33.6pp |
| Annual return | 18.49% | 35.20%-16.7pp | 480.62%-462.1pp | 26.06%-7.6pp |
| Employer contribution / active EE | $1,206 | $2,136-43.6% | $2,933-58.9% | $2,596-53.6% |
| Participant deferral / active EE | $1,848 | $3,260-43.3% | $4,709-60.8% | $4,274-56.8% |
| Admin fee / account holder | $2,923 | $5,629-48.1% | $7,244-59.7% | $7,775-62.4% |