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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 | $124,980+71.5% | $108,359+97.8% | $154,746+38.5% |
| Participation rate | 20.0% | 75.2%-55.2pp | 70.1%-50.1pp | 80.7%-60.7pp |
| Annual return | 16.51% | 45.00%-28.5pp | 36.89%-20.4pp | 172.34%-155.8pp |
| Employer contribution / active EE | $708 | $2,851-75.2% | $2,399-70.5% | $4,379-83.8% |
| Participant deferral / active EE | $1,966 | $4,743-58.5% | $4,137-52.5% | $6,730-70.8% |
| Admin fee / account holder | $1,679 | $11,502-85.4% | $9,741-82.8% | $14,365-88.3% |