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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 | $195,777 | $48,050+307.4% | $96,754+102.3% | $64,340+204.3% |
| Participation rate | 8.9% | 40.6%-31.7pp | 70.3%-61.4pp | 55.2%-46.3pp |
| Annual return | 14.65% | 23.41%-8.8pp | 82.04%-67.4pp | 24.14%-9.5pp |
| Employer contribution / active EE | $418 | $1,204-65.3% | $2,679-84.4% | $1,862-77.6% |
| Participant deferral / active EE | $999 | $2,191-54.4% | $4,758-79.0% | $2,980-66.5% |
| Admin fee / account holder | $1,545 | $3,741-58.7% | $8,905-82.7% | $3,703-58.3% |