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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 | $222,298 | $74,535+198.2% | $100,712+120.7% | $82,637+169.0% |
| Participation rate | 7.1% | 61.2%-54.0pp | 69.3%-62.1pp | 68.1%-60.9pp |
| Annual return | 17.06% | 18.92%-1.9pp | 33.27%-16.2pp | 53.51%-36.4pp |
| Employer contribution / active EE | $791 | $1,503-47.4% | $2,313-65.8% | $2,552-69.0% |
| Participant deferral / active EE | $1,987 | $3,074-35.4% | $4,085-51.4% | $4,126-51.8% |
| Admin fee / account holder | $23,505 | $6,576+257.4% | $9,256+153.9% | $7,339+220.3% |