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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 | $114,712+88.1% | $173,730+24.2% | $87,485+146.7% |
| Participation rate | 28.6% | 73.0%-44.4pp | 79.6%-51.0pp | 68.9%-40.4pp |
| Annual return | 15.24% | 20.18%-4.9pp | 19.96%-4.7pp | 26.06%-10.8pp |
| Employer contribution / active EE | $1,789 | $2,904-38.4% | $4,577-60.9% | $2,596-31.1% |
| Participant deferral / active EE | $2,379 | $4,642-48.8% | $6,326-62.4% | $4,274-44.3% |
| Admin fee / account holder | $36,477 | $10,210+257.3% | $17,523+108.2% | $7,775+369.2% |