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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 | $194,728 | $61,125+218.6% | $94,057+107.0% | $87,485+122.6% |
| Participation rate | 23.9% | 64.1%-40.2pp | 73.3%-49.4pp | 68.9%-45.0pp |
| Annual return | 13.11% | 35.20%-22.1pp | 480.62%-467.5pp | 26.06%-12.9pp |
| Employer contribution / active EE | $791 | $2,136-63.0% | $2,933-73.0% | $2,596-69.5% |
| Participant deferral / active EE | $1,664 | $3,260-49.0% | $4,709-64.7% | $4,274-61.1% |
| Admin fee / account holder | $8,774 | $5,629+55.9% | $7,244+21.1% | $7,775+12.9% |