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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 | $206,169 | $124,980+65.0% | $108,359+90.3% | $154,746+33.2% |
| Participation rate | 44.4% | 75.2%-30.7pp | 70.1%-25.7pp | 80.7%-36.3pp |
| Annual return | 16.17% | 45.00%-28.8pp | 36.89%-20.7pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,209 | $2,851-57.6% | $2,399-49.6% | $4,379-72.4% |
| Participant deferral / active EE | $1,434 | $4,743-69.8% | $4,137-65.3% | $6,730-78.7% |
| Admin fee / account holder | $1,085 | $11,502-90.6% | $9,741-88.9% | $14,365-92.4% |