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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 | $205,952 | $36,948+457.4% | $73,658+179.6% | $87,485+135.4% |
| Participation rate | 23.3% | 46.8%-23.5pp | 57.0%-33.7pp | 68.9%-45.6pp |
| Annual return | 16.05% | 28.64%-12.6pp | 29.72%-13.7pp | 26.06%-10.0pp |
| Employer contribution / active EE | $545 | $670-18.7% | $1,032-47.2% | $2,596-79.0% |
| Participant deferral / active EE | $3,198 | $1,379+131.9% | $2,062+55.1% | $4,274-25.2% |
| Admin fee / account holder | $697 | $2,531-72.5% | $3,357-79.2% | $7,775-91.0% |