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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 | $216,995 | $112,729+92.5% | $98,716+119.8% | $137,256+58.1% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.3%-6.8pp | 80.0%-17.5pp |
| Annual return | 16.76% | 38.48%-21.7pp | 31.81%-15.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,433 | $2,725-47.4% | $2,279-37.1% | $4,156-65.5% |
| Participant deferral / active EE | $2,522 | $4,640-45.7% | $4,048-37.7% | $6,407-60.6% |
| Admin fee / account holder | $1,877 | $10,129-81.5% | $8,703-78.4% | $12,270-84.7% |