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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 | $213,738 | $35,183+507.5% | $73,545+190.6% | $70,124+204.8% |
| Participation rate | 8.5% | 42.9%-34.4pp | 54.9%-46.4pp | 69.5%-61.0pp |
| Annual return | 18.32% | 26.90%-8.6pp | -15.16%+33.5pp | 73.14%-54.8pp |
| Employer contribution / active EE | $823 | $709+16.1% | $1,219-32.5% | $2,342-64.9% |
| Participant deferral / active EE | $825 | $1,220-32.3% | $1,806-54.3% | $3,332-75.2% |
| Admin fee / account holder | $9,000 | $2,302+290.9% | $2,320+288.0% | $4,645+93.7% |