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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 | $64,920+261.5% | $103,693+126.4% | $86,983+169.8% |
| Participation rate | 22.2% | 63.6%-41.4pp | 72.6%-50.4pp | 69.5%-47.3pp |
| Annual return | 19.65% | 30.29%-10.6pp | 47.61%-28.0pp | 25.83%-6.2pp |
| Employer contribution / active EE | $577 | $2,141-73.0% | $2,920-80.2% | $2,584-77.7% |
| Participant deferral / active EE | $1,988 | $3,241-38.7% | $4,579-56.6% | $4,194-52.6% |
| Admin fee / account holder | $2,213 | $6,191-64.3% | $7,858-71.8% | $7,856-71.8% |