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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 | $198,676 | $73,978+168.6% | $96,515+105.9% | $75,173+164.3% |
| Participation rate | 28.6% | 66.4%-37.9pp | 74.3%-45.8pp | 67.2%-38.6pp |
| Annual return | 16.66% | 26.72%-10.1pp | 35.73%-19.1pp | 160.72%-144.1pp |
| Employer contribution / active EE | $937 | $2,931-68.0% | $3,740-74.9% | $2,671-64.9% |
| Participant deferral / active EE | $1,518 | $3,660-58.5% | $4,880-68.9% | $4,126-63.2% |
| Admin fee / account holder | $20,099 | $5,219+285.1% | $6,735+198.4% | $5,651+255.7% |