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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 | $188,427 | $115,225+63.5% | $100,712+87.1% | $138,895+35.7% |
| Participation rate | 56.5% | 74.3%-17.8pp | 69.3%-12.8pp | 79.9%-23.4pp |
| Annual return | 12.99% | 40.35%-27.4pp | 33.27%-20.3pp | 145.39%-132.4pp |
| Employer contribution / active EE | $571 | $2,771-79.4% | $2,313-75.3% | $4,194-86.4% |
| Participant deferral / active EE | $2,699 | $4,699-42.6% | $4,085-33.9% | $6,396-57.8% |
| Admin fee / account holder | $1,409 | $10,844-87.0% | $9,256-84.8% | $12,562-88.8% |