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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 | $175,704 | $37,446+369.2% | $77,552+126.6% | $79,856+120.0% |
| Participation rate | 12.8% | 41.5%-28.7pp | 54.2%-41.4pp | 69.6%-56.8pp |
| Annual return | 15.71% | 39.76%-24.0pp | 54.82%-39.1pp | 31.71%-16.0pp |
| Employer contribution / active EE | $379 | $637-40.5% | $987-61.5% | $2,471-84.6% |
| Participant deferral / active EE | $1,441 | $1,261+14.3% | $1,861-22.6% | $3,741-61.5% |
| Admin fee / account holder | $619 | $2,506-75.3% | $2,859-78.4% | $5,306-88.3% |