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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 | $225,251 | $36,948+509.6% | $73,658+205.8% | $87,485+157.5% |
| Participation rate | 20.0% | 46.8%-26.8pp | 57.0%-37.0pp | 68.9%-48.9pp |
| Annual return | 17.55% | 28.64%-11.1pp | 29.72%-12.2pp | 26.06%-8.5pp |
| Employer contribution / active EE | $450 | $670-32.8% | $1,032-56.4% | $2,596-82.7% |
| Participant deferral / active EE | $1,856 | $1,379+34.6% | $2,062-10.0% | $4,274-56.6% |
| Admin fee / account holder | $4,619 | $2,531+82.5% | $3,357+37.6% | $7,775-40.6% |