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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 | $120,682 | $37,446+222.3% | $77,552+55.6% | $79,856+51.1% |
| Participation rate | 21.0% | 41.5%-20.6pp | 54.2%-33.2pp | 69.6%-48.7pp |
| Annual return | 22.41% | 39.76%-17.3pp | 54.82%-32.4pp | 31.71%-9.3pp |
| Employer contribution / active EE | $693 | $637+8.8% | $987-29.7% | $2,471-71.9% |
| Participant deferral / active EE | $1,921 | $1,261+52.4% | $1,861+3.2% | $3,741-48.6% |
| Admin fee / account holder | $19,668 | $2,506+684.8% | $2,859+587.9% | $5,306+270.6% |