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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 | $123,155+56.1% | $108,753+76.7% | $155,188+23.9% |
| Participation rate | 41.7% | 75.6%-34.0pp | 71.1%-29.4pp | 80.8%-39.1pp |
| Annual return | 17.22% | 44.73%-27.5pp | 37.47%-20.3pp | 148.84%-131.6pp |
| Employer contribution / active EE | $1,289 | $2,811-54.1% | $2,427-46.9% | $4,248-69.6% |
| Participant deferral / active EE | $2,953 | $4,623-36.1% | $4,115-28.2% | $6,531-54.8% |
| Admin fee / account holder | $20,565 | $12,126+69.6% | $10,320+99.3% | $14,480+42.0% |