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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 | $123,155+53.0% | $108,753+73.3% | $155,188+21.4% |
| Participation rate | 56.5% | 75.6%-19.1pp | 71.1%-14.6pp | 80.8%-24.3pp |
| Annual return | 12.99% | 44.73%-31.7pp | 37.47%-24.5pp | 148.84%-135.8pp |
| Employer contribution / active EE | $571 | $2,811-79.7% | $2,427-76.5% | $4,248-86.6% |
| Participant deferral / active EE | $2,699 | $4,623-41.6% | $4,115-34.4% | $6,531-58.7% |
| Admin fee / account holder | $1,409 | $12,126-88.4% | $10,320-86.3% | $14,480-90.3% |