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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 | $200,783 | $118,496+69.4% | $98,461+103.9% | $139,466+44.0% |
| Participation rate | 18.2% | 77.5%-59.3pp | 75.2%-57.0pp | 80.3%-62.2pp |
| Annual return | 19.59% | 18.96%+0.6pp | 21.17%-1.6pp | 373.66%-354.1pp |
| Employer contribution / active EE | $831 | $3,611-77.0% | $3,049-72.7% | $4,754-82.5% |
| Participant deferral / active EE | $4,031 | $5,393-25.3% | $4,738-14.9% | $6,712-39.9% |
| Admin fee / account holder | $754 | $14,056-94.6% | $8,961-91.6% | $11,409-93.4% |