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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 | $186,807 | $81,276+129.8% | $155,574+20.1% | $80,925+130.8% |
| Participation rate | 25.0% | 66.2%-41.2pp | 78.2%-53.2pp | 67.7%-42.7pp |
| Annual return | 22.30% | 33.36%-11.1pp | 64.87%-42.6pp | 35.65%-13.3pp |
| Employer contribution / active EE | $793 | $3,103-74.5% | $4,676-83.0% | $2,756-71.2% |
| Participant deferral / active EE | $1,919 | $3,453-44.4% | $5,629-65.9% | $4,299-55.4% |
| Admin fee / account holder | $6,086 | $7,993-23.9% | $15,914-61.8% | $6,940-12.3% |