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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 | $198,658 | $112,729+76.2% | $98,716+101.2% | $137,256+44.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 22.89% | 38.48%-15.6pp | 31.81%-8.9pp | 220.34%-197.4pp |
| Employer contribution / active EE | $591 | $2,725-78.3% | $2,279-74.1% | $4,156-85.8% |
| Participant deferral / active EE | $11,750 | $4,640+153.2% | $4,048+190.3% | $6,407+83.4% |
| Admin fee / account holder | $748 | $10,129-92.6% | $8,703-91.4% | $12,270-93.9% |