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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 | $197,211 | $95,453+106.6% | $112,040+76.0% | $82,448+139.2% |
| Participation rate | 45.2% | 72.8%-27.6pp | 76.5%-31.3pp | 68.1%-22.9pp |
| Annual return | 12.69% | 23.92%-11.2pp | 24.52%-11.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $710 | $2,318-69.4% | $2,954-76.0% | $2,551-72.2% |
| Participant deferral / active EE | $2,561 | $4,224-39.4% | $5,098-49.8% | $4,139-38.1% |
| Admin fee / account holder | $30,845 | $9,013+242.2% | $12,098+155.0% | $7,234+326.4% |