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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 | $225,159 | $53,128+323.8% | $86,582+160.1% | $70,126+221.1% |
| Participation rate | 21.1% | 65.3%-44.3pp | 73.5%-52.5pp | 69.5%-48.5pp |
| Annual return | 17.68% | 27.66%-10.0pp | 965.08%-947.4pp | 73.15%-55.5pp |
| Employer contribution / active EE | $354 | $2,068-82.9% | $2,839-87.5% | $2,343-84.9% |
| Participant deferral / active EE | $2,649 | $2,695-1.7% | $3,609-26.6% | $3,332-20.5% |
| Admin fee / account holder | $822 | $3,584-77.1% | $4,904-83.2% | $4,645-82.3% |