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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 | $226,324 | $87,132+159.7% | $105,624+114.3% | $80,959+179.6% |
| Participation rate | 44.4% | 70.4%-26.0pp | 75.3%-30.8pp | 67.7%-23.2pp |
| Annual return | 14.35% | 17.03%-2.7pp | 116.20%-101.9pp | 35.67%-21.3pp |
| Employer contribution / active EE | $1,118 | $2,397-53.3% | $3,168-64.7% | $2,757-59.4% |
| Participant deferral / active EE | $2,719 | $3,985-31.8% | $5,013-45.8% | $4,300-36.8% |
| Admin fee / account holder | $693 | $8,449-91.8% | $10,961-93.7% | $6,925-90.0% |