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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 | $214,413 | $110,278+94.4% | $95,740+124.0% | $139,466+53.7% |
| Participation rate | 33.3% | 75.7%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 8.68% | 27.19%-18.5pp | 28.41%-19.7pp | 373.66%-365.0pp |
| Employer contribution / active EE | $642 | $3,260-80.3% | $2,836-77.3% | $4,754-86.5% |
| Participant deferral / active EE | $2,933 | $4,674-37.3% | $4,244-30.9% | $6,712-56.3% |
| Admin fee / account holder | $789 | $6,613-88.1% | $5,676-86.1% | $11,409-93.1% |