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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 | $219,753 | $49,024+348.3% | $112,860+94.7% | $87,485+151.2% |
| Participation rate | 41.4% | 62.2%-20.8pp | 66.3%-24.9pp | 68.9%-27.6pp |
| Annual return | 16.25% | 43.86%-27.6pp | 35.26%-19.0pp | 26.06%-9.8pp |
| Employer contribution / active EE | $1,008 | $1,290-21.9% | $2,206-54.3% | $2,596-61.2% |
| Participant deferral / active EE | $4,970 | $2,209+125.0% | $3,493+42.3% | $4,274+16.3% |
| Admin fee / account holder | $33,820 | $6,266+439.7% | $6,841+394.3% | $7,775+335.0% |