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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 | $229,226 | $117,895+94.4% | $102,460+123.7% | $145,897+57.1% |
| Participation rate | 40.9% | 78.6%-37.7pp | 76.5%-35.6pp | 80.3%-39.4pp |
| Annual return | 15.75% | 31.92%-16.2pp | 29.47%-13.7pp | 552.29%-536.5pp |
| Employer contribution / active EE | $958 | $3,619-73.5% | $3,025-68.3% | $4,663-79.5% |
| Participant deferral / active EE | $2,486 | $5,736-56.7% | $5,056-50.8% | $6,689-62.8% |
| Admin fee / account holder | $2,736 | $13,353-79.5% | $9,460-71.1% | $13,390-79.6% |