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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 | $226,974 | $57,590+294.1% | $86,233+163.2% | $82,448+175.3% |
| Participation rate | 18.6% | 57.9%-39.3pp | 69.0%-50.4pp | 68.1%-49.5pp |
| Annual return | 14.12% | 22.41%-8.3pp | 61.39%-47.3pp | 41.64%-27.5pp |
| Employer contribution / active EE | $368 | $1,655-77.8% | $2,504-85.3% | $2,551-85.6% |
| Participant deferral / active EE | $3,402 | $3,080+10.5% | $4,559-25.4% | $4,139-17.8% |
| Admin fee / account holder | $2,285 | $4,730-51.7% | $8,342-72.6% | $7,234-68.4% |