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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 | $194,704 | $52,279+272.4% | $89,414+117.8% | $79,852+143.8% |
| Participation rate | 32.1% | 57.5%-25.5pp | 68.0%-35.9pp | 69.6%-37.6pp |
| Annual return | 17.68% | 22.16%-4.5pp | 245.50%-227.8pp | 31.72%-14.0pp |
| Employer contribution / active EE | $759 | $1,572-51.7% | $2,586-70.7% | $2,471-69.3% |
| Participant deferral / active EE | $2,357 | $2,740-14.0% | $3,890-39.4% | $3,740-37.0% |
| Admin fee / account holder | $3,386 | $3,356+0.9% | $4,883-30.7% | $5,306-36.2% |