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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 | $201,083 | $107,030+87.9% | $73,550+173.4% | $147,586+36.2% |
| Participation rate | 26.7% | 66.4%-39.7pp | 54.9%-28.3pp | 82.8%-56.2pp |
| Annual return | 24.57% | 38.25%-13.7pp | -15.16%+39.7pp | 578.59%-554.0pp |
| Employer contribution / active EE | $1,060 | $1,760-39.8% | $1,219-13.0% | $4,876-78.3% |
| Participant deferral / active EE | $2,604 | $2,458+5.9% | $1,804+44.3% | $5,439-52.1% |
| Admin fee / account holder | $2,348 | $3,055-23.2% | $2,320+1.2% | $10,886-78.4% |