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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 | $214,321 | $123,155+74.0% | $108,753+97.1% | $155,188+38.1% |
| Participation rate | 20.0% | 75.6%-55.6pp | 71.1%-51.1pp | 80.8%-60.8pp |
| Annual return | 16.51% | 44.73%-28.2pp | 37.47%-21.0pp | 148.84%-132.3pp |
| Employer contribution / active EE | $708 | $2,811-74.8% | $2,427-70.8% | $4,248-83.3% |
| Participant deferral / active EE | $1,966 | $4,623-57.5% | $4,115-52.2% | $6,531-69.9% |
| Admin fee / account holder | $1,679 | $12,126-86.2% | $10,320-83.7% | $14,480-88.4% |