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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 | $219,522 | $52,836+315.5% | $105,736+107.6% | $64,173+242.1% |
| Participation rate | 17.2% | 66.5%-49.3pp | 76.3%-59.1pp | 69.6%-52.3pp |
| Annual return | 9.25% | 14.30%-5.0pp | 6.27%+3.0pp | 7.63%+1.6pp |
| Employer contribution / active EE | $1,642 | $1,827-10.1% | $3,268-49.8% | $2,381-31.0% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $955 | $3,959-75.9% | $6,913-86.2% | $4,887-80.5% |