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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 | $215,623 | $57,140+277.4% | $85,240+153.0% | $80,959+166.3% |
| Participation rate | 27.9% | 56.4%-28.5pp | 67.5%-39.6pp | 67.7%-39.8pp |
| Annual return | 10.57% | 21.71%-11.1pp | 66.75%-56.2pp | 35.67%-25.1pp |
| Employer contribution / active EE | $636 | $1,802-64.7% | $2,735-76.8% | $2,757-76.9% |
| Participant deferral / active EE | $1,988 | $3,115-36.2% | $4,527-56.1% | $4,300-53.8% |
| Admin fee / account holder | $16,436 | $4,992+229.3% | $6,165+166.6% | $6,925+137.3% |