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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 | $192,216 | $115,225+66.8% | $100,712+90.9% | $138,895+38.4% |
| Participation rate | 41.7% | 74.3%-32.7pp | 69.3%-27.6pp | 79.9%-38.3pp |
| Annual return | 17.22% | 40.35%-23.1pp | 33.27%-16.1pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,289 | $2,771-53.5% | $2,313-44.2% | $4,194-69.3% |
| Participant deferral / active EE | $2,953 | $4,699-37.2% | $4,085-27.7% | $6,396-53.8% |
| Admin fee / account holder | $20,565 | $10,844+89.7% | $9,256+122.2% | $12,562+63.7% |