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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 | $180,494 | $52,279+245.2% | $89,414+101.9% | $79,852+126.0% |
| Participation rate | 28.0% | 57.5%-29.5pp | 68.0%-40.0pp | 69.6%-41.6pp |
| Annual return | 12.75% | 22.16%-9.4pp | 245.50%-232.8pp | 31.72%-19.0pp |
| Employer contribution / active EE | $565 | $1,572-64.1% | $2,586-78.2% | $2,471-77.1% |
| Participant deferral / active EE | $1,345 | $2,740-50.9% | $3,890-65.4% | $3,740-64.0% |
| Admin fee / account holder | $973 | $3,356-71.0% | $4,883-80.1% | $5,306-81.7% |