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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 | $95,404+106.7% | $113,397+73.9% | $82,637+138.6% |
| Participation rate | 45.2% | 72.8%-27.7pp | 76.5%-31.3pp | 68.1%-22.9pp |
| Annual return | 12.69% | 19.08%-6.4pp | 23.20%-10.5pp | 53.51%-40.8pp |
| Employer contribution / active EE | $710 | $2,307-69.2% | $2,977-76.2% | $2,552-72.2% |
| Participant deferral / active EE | $2,561 | $4,220-39.3% | $5,076-49.5% | $4,126-37.9% |
| Admin fee / account holder | $30,845 | $9,168+236.4% | $11,957+158.0% | $7,339+320.3% |