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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 | $219,816 | $91,911+139.2% | $68,793+219.5% | $135,382+62.4% |
| Participation rate | 52.6% | 76.7%-24.1pp | 72.2%-19.6pp | 82.6%-30.0pp |
| Annual return | 13.39% | -8.22%+21.6pp | -4.63%+18.0pp | 519.77%-506.4pp |
| Employer contribution / active EE | $1,329 | $3,924-66.1% | $2,625-49.4% | $4,779-72.2% |
| Participant deferral / active EE | $2,122 | $4,315-50.8% | $3,311-35.9% | $5,609-62.2% |
| Admin fee / account holder | $500 | $9,240-94.6% | $5,131-90.3% | $10,829-95.4% |