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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 | $201,772 | $73,787+173.5% | $98,716+104.4% | $82,448+144.7% |
| Participation rate | 46.2% | 61.4%-15.3pp | 69.3%-23.1pp | 68.1%-21.9pp |
| Annual return | 18.83% | 18.57%+0.3pp | 31.81%-13.0pp | 41.64%-22.8pp |
| Employer contribution / active EE | $489 | $1,511-67.6% | $2,279-78.5% | $2,551-80.8% |
| Participant deferral / active EE | $2,822 | $3,081-8.4% | $4,048-30.3% | $4,139-31.8% |
| Admin fee / account holder | $16,366 | $6,500+151.8% | $8,703+88.1% | $7,234+126.2% |