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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 | $232,279 | $65,685+253.6% | $57,181+306.2% | $273,968-15.2% |
| Participation rate | 25.0% | 78.3%-53.3pp | 75.3%-50.3pp | 83.0%-58.0pp |
| Annual return | 7.85% | 21.99%-14.1pp | 14.59%-6.7pp | 41.45%-33.6pp |
| Employer contribution / active EE | $652 | $3,279-80.1% | $2,682-75.7% | $4,869-86.6% |
| Participant deferral / active EE | $4,090 | $3,781+8.2% | $3,096+32.1% | $5,287-22.6% |
| Admin fee / account holder | $1,713 | $4,835-64.6% | $3,139-45.4% | $10,132-83.1% |