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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 | $220,931 | $88,672+149.2% | $105,223+110.0% | $82,448+168.0% |
| Participation rate | 25.9% | 67.9%-42.0pp | 75.0%-49.1pp | 68.1%-42.1pp |
| Annual return | 13.35% | 30.86%-17.5pp | 180.65%-167.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $851 | $3,048-72.1% | $3,689-76.9% | $2,551-66.6% |
| Participant deferral / active EE | $2,344 | $4,036-41.9% | $5,072-53.8% | $4,139-43.4% |
| Admin fee / account holder | $2,625 | $7,146-63.3% | $8,859-70.4% | $7,234-63.7% |