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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 | $192,254 | $124,351+54.6% | $109,188+76.1% | $167,553+14.7% |
| Participation rate | 41.7% | 79.4%-37.8pp | 75.9%-34.2pp | 82.1%-40.4pp |
| Annual return | 14.14% | 26.04%-11.9pp | 25.76%-11.6pp | 478.89%-464.8pp |
| Employer contribution / active EE | $804 | $4,210-80.9% | $3,723-78.4% | $4,840-83.4% |
| Participant deferral / active EE | $1,932 | $5,257-63.2% | $4,654-58.5% | $6,343-69.5% |
| Admin fee / account holder | $4,177 | $7,975-47.6% | $6,755-38.2% | $12,316-66.1% |