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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 | $204,572 | $58,848+247.6% | $88,179+132.0% | $82,637+147.6% |
| Participation rate | 29.4% | 57.9%-28.5pp | 69.1%-39.7pp | 68.1%-38.6pp |
| Annual return | 14.51% | 22.76%-8.3pp | 64.97%-50.5pp | 53.51%-39.0pp |
| Employer contribution / active EE | $988 | $1,678-41.1% | $2,549-61.2% | $2,552-61.3% |
| Participant deferral / active EE | $3,890 | $3,124+24.5% | $4,614-15.7% | $4,126-5.7% |
| Admin fee / account holder | $913 | $4,795-81.0% | $7,673-88.1% | $7,339-87.6% |