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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 | $221,840 | $51,638+329.6% | $68,368+224.5% | $82,448+169.1% |
| Participation rate | 48.6% | 63.6%-15.0pp | 73.8%-25.2pp | 68.1%-19.5pp |
| Annual return | 18.93% | 37.53%-18.6pp | 292.57%-273.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $491 | $2,047-76.0% | $2,649-81.5% | $2,551-80.7% |
| Participant deferral / active EE | $6,914 | $2,914+137.3% | $4,123+67.7% | $4,139+67.0% |
| Admin fee / account holder | $1,123 | $4,643-75.8% | $5,150-78.2% | $7,234-84.5% |