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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 | $199,203 | $37,446+432.0% | $77,513+157.0% | $79,852+149.5% |
| Participation rate | 21.2% | 41.5%-20.4pp | 54.2%-33.0pp | 69.6%-48.5pp |
| Annual return | 18.44% | 39.76%-21.3pp | 54.81%-36.4pp | 31.72%-13.3pp |
| Employer contribution / active EE | $710 | $637+11.4% | $987-28.1% | $2,471-71.3% |
| Participant deferral / active EE | $1,748 | $1,261+38.6% | $1,861-6.1% | $3,740-53.3% |
| Admin fee / account holder | $996 | $2,506-60.3% | $2,859-65.2% | $5,306-81.2% |