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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 | $215,784 | $108,825+98.3% | $156,181+38.2% | $82,448+161.7% |
| Participation rate | 28.6% | 72.4%-43.8pp | 78.8%-50.3pp | 68.1%-39.5pp |
| Annual return | 15.24% | 20.59%-5.3pp | 64.87%-49.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,789 | $2,870-37.6% | $4,294-58.3% | $2,551-29.9% |
| Participant deferral / active EE | $2,379 | $4,577-48.0% | $6,132-61.2% | $4,139-42.5% |
| Admin fee / account holder | $36,477 | $9,341+290.5% | $14,586+150.1% | $7,234+404.2% |