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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 | $222,399 | $87,059+155.5% | $105,608+110.6% | $80,925+174.8% |
| Participation rate | 22.2% | 70.4%-48.2pp | 75.3%-53.1pp | 67.7%-45.4pp |
| Annual return | 12.39% | 17.05%-4.7pp | 116.50%-104.1pp | 35.65%-23.3pp |
| Employer contribution / active EE | $1,131 | $2,396-52.8% | $3,167-64.3% | $2,756-59.0% |
| Participant deferral / active EE | $3,320 | $3,986-16.7% | $5,010-33.7% | $4,299-22.8% |
| Admin fee / account holder | $63,984 | $8,443+657.8% | $11,028+480.2% | $6,940+821.9% |