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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 | $64,920+241.7% | $103,693+113.9% | $86,983+155.0% |
| Participation rate | 48.6% | 63.6%-15.0pp | 72.6%-24.1pp | 69.5%-21.0pp |
| Annual return | 18.93% | 30.29%-11.4pp | 47.61%-28.7pp | 25.83%-6.9pp |
| Employer contribution / active EE | $491 | $2,141-77.1% | $2,920-83.2% | $2,584-81.0% |
| Participant deferral / active EE | $6,914 | $3,241+113.3% | $4,579+51.0% | $4,194+64.9% |
| Admin fee / account holder | $1,123 | $6,191-81.9% | $7,858-85.7% | $7,856-85.7% |