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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 | $199,720 | $74,535+168.0% | $100,712+98.3% | $82,637+141.7% |
| Participation rate | 21.2% | 61.2%-40.0pp | 69.3%-48.1pp | 68.1%-46.8pp |
| Annual return | 13.90% | 18.92%-5.0pp | 33.27%-19.4pp | 53.51%-39.6pp |
| Employer contribution / active EE | $449 | $1,503-70.1% | $2,313-80.6% | $2,552-82.4% |
| Participant deferral / active EE | $2,245 | $3,074-26.9% | $4,085-45.0% | $4,126-45.6% |
| Admin fee / account holder | $689 | $6,576-89.5% | $9,256-92.6% | $7,339-90.6% |