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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 | $217,127 | $36,140+500.8% | $73,658+194.8% | $64,340+237.5% |
| Participation rate | 9.7% | 31.0%-21.3pp | 57.0%-47.3pp | 55.2%-45.5pp |
| Annual return | 17.10% | 21.48%-4.4pp | 29.72%-12.6pp | 24.14%-7.0pp |
| Employer contribution / active EE | $280 | $443-36.8% | $1,032-72.9% | $1,862-84.9% |
| Participant deferral / active EE | $946 | $1,023-7.5% | $2,062-54.1% | $2,980-68.3% |
| Admin fee / account holder | $3,598 | $2,513+43.2% | $3,357+7.2% | $3,703-2.8% |