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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 | $170,018 | $35,183+383.2% | $73,550+131.2% | $70,126+142.4% |
| Participation rate | 28.9% | 42.9%-14.0pp | 54.9%-26.0pp | 69.5%-40.6pp |
| Annual return | 15.90% | 26.90%-11.0pp | -15.16%+31.1pp | 73.15%-57.2pp |
| Employer contribution / active EE | $497 | $709-29.9% | $1,219-59.2% | $2,343-78.8% |
| Participant deferral / active EE | $2,761 | $1,220+126.3% | $1,804+53.0% | $3,332-17.1% |
| Admin fee / account holder | $5,270 | $2,302+128.9% | $2,320+127.2% | $4,645+13.4% |