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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 | $214,689 | $64,920+230.7% | $103,693+107.0% | $86,983+146.8% |
| Participation rate | 35.3% | 63.6%-28.3pp | 72.6%-37.3pp | 69.5%-34.2pp |
| Annual return | 18.49% | 30.29%-11.8pp | 47.61%-29.1pp | 25.83%-7.3pp |
| Employer contribution / active EE | $1,206 | $2,141-43.7% | $2,920-58.7% | $2,584-53.3% |
| Participant deferral / active EE | $1,848 | $3,241-43.0% | $4,579-59.6% | $4,194-55.9% |
| Admin fee / account holder | $2,923 | $6,191-52.8% | $7,858-62.8% | $7,856-62.8% |