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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 | $115,225+75.7% | $100,712+101.0% | $138,895+45.7% |
| Participation rate | 63.6% | 74.3%-10.7pp | 69.3%-5.6pp | 79.9%-16.3pp |
| Annual return | 10.74% | 40.35%-29.6pp | 33.27%-22.5pp | 145.39%-134.7pp |
| Employer contribution / active EE | $969 | $2,771-65.0% | $2,313-58.1% | $4,194-76.9% |
| Participant deferral / active EE | $4,193 | $4,699-10.8% | $4,085+2.6% | $6,396-34.4% |
| Admin fee / account holder | $2,874 | $10,844-73.5% | $9,256-68.9% | $12,562-77.1% |