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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 | $205,012 | $112,729+81.9% | $98,716+107.7% | $137,256+49.4% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.3%-29.3pp | 80.0%-40.0pp |
| Annual return | 15.49% | 38.48%-23.0pp | 31.81%-16.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,341 | $2,725-50.8% | $2,279-41.2% | $4,156-67.7% |
| Participant deferral / active EE | $2,681 | $4,640-42.2% | $4,048-33.8% | $6,407-58.1% |
| Admin fee / account holder | $2,160 | $10,129-78.7% | $8,703-75.2% | $12,270-82.4% |