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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 | $115,225+78.9% | $100,712+104.7% | $138,895+48.4% |
| Participation rate | 44.4% | 74.3%-29.9pp | 69.3%-24.8pp | 79.9%-35.5pp |
| Annual return | 16.17% | 40.35%-24.2pp | 33.27%-17.1pp | 145.39%-129.2pp |
| Employer contribution / active EE | $1,209 | $2,771-56.4% | $2,313-47.7% | $4,194-71.2% |
| Participant deferral / active EE | $1,434 | $4,699-69.5% | $4,085-64.9% | $6,396-77.6% |
| Admin fee / account holder | $1,085 | $10,844-90.0% | $9,256-88.3% | $12,562-91.4% |