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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 | $232,271 | $58,627+296.2% | $76,735+202.7% | $82,448+181.7% |
| Participation rate | 30.3% | 63.2%-32.9pp | 69.5%-39.2pp | 68.1%-37.8pp |
| Annual return | 20.86% | 39.10%-18.2pp | 29.77%-8.9pp | 41.64%-20.8pp |
| Employer contribution / active EE | $1,270 | $1,729-26.6% | $2,454-48.3% | $2,551-50.2% |
| Participant deferral / active EE | $2,154 | $3,134-31.3% | $4,088-47.3% | $4,139-48.0% |
| Admin fee / account holder | $7,602 | $5,323+42.8% | $7,189+5.7% | $7,234+5.1% |