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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 | $216,342 | $102,938+110.2% | $94,105+129.9% | $138,895+55.8% |
| Participation rate | 57.1% | 74.6%-17.5pp | 71.9%-14.8pp | 79.9%-22.8pp |
| Annual return | 15.88% | 250.28%-234.4pp | 204.55%-188.7pp | 145.39%-129.5pp |
| Employer contribution / active EE | $331 | $2,732-87.9% | $2,504-86.8% | $4,194-92.1% |
| Participant deferral / active EE | $2,417 | $4,196-42.4% | $3,881-37.7% | $6,396-62.2% |
| Admin fee / account holder | $4,214 | $6,600-36.2% | $6,199-32.0% | $12,562-66.5% |