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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 | $225,925 | $90,400+149.9% | $186,193+21.3% | $87,485+158.2% |
| Participation rate | 50.0% | 66.2%-16.2pp | 77.1%-27.1pp | 68.9%-18.9pp |
| Annual return | 14.23% | 22.15%-7.9pp | 78.03%-63.8pp | 26.06%-11.8pp |
| Employer contribution / active EE | $814 | $2,170-62.5% | $3,918-79.2% | $2,596-68.6% |
| Participant deferral / active EE | $4,105 | $4,330-5.2% | $6,513-37.0% | $4,274-3.9% |
| Admin fee / account holder | $1,445 | $8,673-83.3% | $11,058-86.9% | $7,775-81.4% |