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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 | $221,957 | $71,215+211.7% | $93,696+136.9% | $80,935+174.2% |
| Participation rate | 57.1% | 60.4%-3.3pp | 68.7%-11.6pp | 67.7%-10.5pp |
| Annual return | 14.02% | 11.27%+2.7pp | 133.74%-119.7pp | 35.66%-21.6pp |
| Employer contribution / active EE | $746 | $1,565-52.4% | $2,422-69.2% | $2,757-72.9% |
| Participant deferral / active EE | $2,929 | $4,037-27.4% | $4,417-33.7% | $4,299-31.9% |
| Admin fee / account holder | $19,392 | $6,958+178.7% | $8,287+134.0% | $6,924+180.0% |