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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 | $201,551 | $93,345+115.9% | $119,126+69.2% | $87,485+130.4% |
| Participation rate | 30.2% | 68.7%-38.5pp | 75.8%-45.6pp | 68.9%-38.7pp |
| Annual return | 16.28% | 19.08%-2.8pp | 282.11%-265.8pp | 26.06%-9.8pp |
| Employer contribution / active EE | $993 | $3,172-68.7% | $4,034-75.4% | $2,596-61.8% |
| Participant deferral / active EE | $1,819 | $4,099-55.6% | $5,318-65.8% | $4,274-57.4% |
| Admin fee / account holder | $1,586 | $8,039-80.3% | $10,693-85.2% | $7,775-79.6% |