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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 | $231,032 | $72,492+218.7% | $87,104+165.2% | $72,975+216.6% |
| Participation rate | 52.0% | 72.8%-20.8pp | 76.9%-24.9pp | 69.5%-17.5pp |
| Annual return | 21.20% | 24.46%-3.3pp | 28.19%-7.0pp | 81.01%-59.8pp |
| Employer contribution / active EE | $1,096 | $1,894-42.1% | $2,521-56.5% | $2,440-55.1% |
| Participant deferral / active EE | $4,216 | $3,270+28.9% | $4,048+4.1% | $3,608+16.8% |
| Admin fee / account holder | $397 | $5,055-92.1% | $7,491-94.7% | $5,124-92.2% |