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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 | $212,247 | $72,269+193.7% | $101,271+109.6% | $79,852+165.8% |
| Participation rate | 25.0% | 68.5%-43.5pp | 75.8%-50.8pp | 69.6%-44.6pp |
| Annual return | 18.68% | 22.29%-3.6pp | 46.48%-27.8pp | 31.72%-13.0pp |
| Employer contribution / active EE | $803 | $2,692-70.2% | $3,660-78.1% | $2,471-67.5% |
| Participant deferral / active EE | $2,159 | $3,282-34.2% | $4,371-50.6% | $3,740-42.3% |
| Admin fee / account holder | $963 | $4,401-78.1% | $5,948-83.8% | $5,306-81.9% |