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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 | $205,648 | $112,729+82.4% | $98,716+108.3% | $137,256+49.8% |
| Participation rate | 18.8% | 74.2%-55.5pp | 69.3%-50.5pp | 80.0%-61.2pp |
| Annual return | 14.07% | 38.48%-24.4pp | 31.81%-17.7pp | 220.34%-206.3pp |
| Employer contribution / active EE | $729 | $2,725-73.2% | $2,279-68.0% | $4,156-82.4% |
| Participant deferral / active EE | $3,041 | $4,640-34.5% | $4,048-24.9% | $6,407-52.5% |
| Admin fee / account holder | $994 | $10,129-90.2% | $8,703-88.6% | $12,270-91.9% |