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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 | $202,421 | $123,155+64.4% | $108,753+86.1% | $155,188+30.4% |
| Participation rate | 63.6% | 75.6%-12.0pp | 71.1%-7.4pp | 80.8%-17.2pp |
| Annual return | 10.74% | 44.73%-34.0pp | 37.47%-26.7pp | 148.84%-138.1pp |
| Employer contribution / active EE | $969 | $2,811-65.5% | $2,427-60.1% | $4,248-77.2% |
| Participant deferral / active EE | $4,193 | $4,623-9.3% | $4,115+1.9% | $6,531-35.8% |
| Admin fee / account holder | $2,874 | $12,126-76.3% | $10,320-72.1% | $14,480-80.2% |