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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 | $37,156+454.3% | $83,854+145.6% | $86,983+136.8% |
| Participation rate | 23.3% | 49.1%-25.7pp | 59.1%-35.8pp | 69.5%-46.2pp |
| Annual return | 16.05% | 29.88%-13.8pp | 31.39%-15.3pp | 25.83%-9.8pp |
| Employer contribution / active EE | $545 | $661-17.5% | $1,017-46.4% | $2,584-78.9% |
| Participant deferral / active EE | $3,198 | $1,418+125.6% | $2,035+57.1% | $4,194-23.7% |
| Admin fee / account holder | $697 | $2,510-72.2% | $3,197-78.2% | $7,856-91.1% |