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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 | $123,155+66.5% | $108,753+88.5% | $155,188+32.1% |
| Participation rate | 40.0% | 75.6%-35.6pp | 71.1%-31.1pp | 80.8%-40.8pp |
| Annual return | 15.49% | 44.73%-29.2pp | 37.47%-22.0pp | 148.84%-133.3pp |
| Employer contribution / active EE | $1,341 | $2,811-52.3% | $2,427-44.7% | $4,248-68.4% |
| Participant deferral / active EE | $2,681 | $4,623-42.0% | $4,115-34.8% | $6,531-58.9% |
| Admin fee / account holder | $2,160 | $12,126-82.2% | $10,320-79.1% | $14,480-85.1% |