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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 | $216,112 | $106,280+103.3% | $96,538+123.9% | $139,487+54.9% |
| Participation rate | 52.9% | 77.8%-24.9pp | 74.3%-21.4pp | 80.3%-27.4pp |
| Annual return | 17.01% | 38.48%-21.5pp | 35.74%-18.7pp | 373.84%-356.8pp |
| Employer contribution / active EE | $1,654 | $4,107-59.7% | $3,740-55.8% | $4,755-65.2% |
| Participant deferral / active EE | $3,071 | $5,457-43.7% | $4,880-37.1% | $6,713-54.3% |
| Admin fee / account holder | $2,453 | $7,888-68.9% | $6,737-63.6% | $11,407-78.5% |