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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 | $245,288 | $73,787+232.4% | $98,716+148.5% | $82,448+197.5% |
| Participation rate | 41.9% | 61.4%-19.5pp | 69.3%-27.4pp | 68.1%-26.1pp |
| Annual return | 15.01% | 18.57%-3.6pp | 31.81%-16.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $359 | $1,511-76.2% | $2,279-84.2% | $2,551-85.9% |
| Participant deferral / active EE | $2,736 | $3,081-11.2% | $4,048-32.4% | $4,139-33.9% |
| Admin fee / account holder | $9,735 | $6,500+49.8% | $8,703+11.9% | $7,234+34.6% |