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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 | $184,625 | $59,440+210.6% | $78,004+136.7% | $82,637+123.4% |
| Participation rate | 20.4% | 62.8%-42.4pp | 69.4%-49.1pp | 68.1%-47.7pp |
| Annual return | 17.23% | 40.24%-23.0pp | 31.07%-13.8pp | 53.51%-36.3pp |
| Employer contribution / active EE | $650 | $1,750-62.9% | $2,469-73.7% | $2,552-74.5% |
| Participant deferral / active EE | $1,428 | $3,138-54.5% | $4,092-65.1% | $4,126-65.4% |
| Admin fee / account holder | $1,073 | $5,504-80.5% | $7,578-85.8% | $7,339-85.4% |