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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 | $54,297+260.6% | $97,032+101.8% | $65,306+199.8% |
| Participation rate | 8.9% | 42.3%-33.4pp | 71.6%-62.7pp | 57.7%-48.8pp |
| Annual return | 14.65% | 21.17%-6.5pp | 35.38%-20.7pp | 21.94%-7.3pp |
| Employer contribution / active EE | $418 | $1,365-69.4% | $2,629-84.1% | $1,967-78.8% |
| Participant deferral / active EE | $999 | $2,259-55.8% | $4,672-78.6% | $2,959-66.3% |
| Admin fee / account holder | $1,545 | $3,744-58.7% | $9,418-83.6% | $3,480-55.6% |