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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 | $234,715 | $51,638+354.5% | $68,368+243.3% | $82,448+184.7% |
| Participation rate | 22.2% | 63.6%-41.4pp | 73.8%-51.5pp | 68.1%-45.8pp |
| Annual return | 19.65% | 37.53%-17.9pp | 292.57%-272.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $577 | $2,047-71.8% | $2,649-78.2% | $2,551-77.4% |
| Participant deferral / active EE | $1,988 | $2,914-31.8% | $4,123-51.8% | $4,139-52.0% |
| Admin fee / account holder | $2,213 | $4,643-52.3% | $5,150-57.0% | $7,234-69.4% |