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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 | $210,063 | $87,106+141.2% | $105,607+98.9% | $80,935+159.5% |
| Participation rate | 42.5% | 70.4%-27.9pp | 75.3%-32.8pp | 67.7%-25.2pp |
| Annual return | 11.57% | 17.01%-5.4pp | 116.11%-104.5pp | 35.66%-24.1pp |
| Employer contribution / active EE | $939 | $2,396-60.8% | $3,167-70.4% | $2,757-66.0% |
| Participant deferral / active EE | $2,705 | $3,986-32.1% | $5,011-46.0% | $4,299-37.1% |
| Admin fee / account holder | $34,724 | $8,447+311.1% | $10,958+216.9% | $6,924+401.5% |