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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 | $218,076 | $57,073+282.1% | $85,126+156.2% | $80,925+169.5% |
| Participation rate | 18.8% | 56.4%-37.6pp | 67.5%-48.8pp | 67.7%-48.9pp |
| Annual return | 13.93% | 21.69%-7.8pp | 66.63%-52.7pp | 35.65%-21.7pp |
| Employer contribution / active EE | $859 | $1,801-52.3% | $2,731-68.5% | $2,756-68.8% |
| Participant deferral / active EE | $1,984 | $3,113-36.3% | $4,523-56.1% | $4,299-53.9% |
| Admin fee / account holder | $2,720 | $4,988-45.5% | $6,160-55.8% | $6,940-60.8% |