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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 | $216,532 | $106,524+103.3% | $152,301+42.2% | $87,485+147.5% |
| Participation rate | 23.3% | 75.8%-52.4pp | 82.4%-59.1pp | 68.9%-45.6pp |
| Annual return | 14.99% | 26.89%-11.9pp | 80.50%-65.5pp | 26.06%-11.1pp |
| Employer contribution / active EE | $1,245 | $3,371-63.1% | $4,624-73.1% | $2,596-52.0% |
| Participant deferral / active EE | $3,882 | $6,525-40.5% | $8,004-51.5% | $4,274-9.2% |
| Admin fee / account holder | $19,693 | $8,287+137.6% | $14,398+36.8% | $7,775+153.3% |