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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 | $156,616+30.9% | $133,346+53.7% | $198,609+3.2% |
| Participation rate | 40.0% | 77.7%-37.7pp | 72.8%-32.8pp | 82.4%-42.4pp |
| Annual return | 15.49% | 44.25%-28.8pp | 36.85%-21.4pp | 202.70%-187.2pp |
| Employer contribution / active EE | $1,341 | $3,368-60.2% | $2,853-53.0% | $5,055-73.5% |
| Participant deferral / active EE | $2,681 | $4,920-45.5% | $4,332-38.1% | $6,977-61.6% |
| Admin fee / account holder | $2,160 | $17,468-87.6% | $14,264-84.9% | $19,030-88.7% |