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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 | $212,502 | $124,425+70.8% | $112,040+89.7% | $137,256+54.8% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.5%-36.5pp | 80.0%-40.0pp |
| Annual return | 14.99% | 24.72%-9.7pp | 24.52%-9.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $832 | $3,411-75.6% | $2,954-71.8% | $4,156-80.0% |
| Participant deferral / active EE | $6,400 | $5,718+11.9% | $5,098+25.5% | $6,407-0.1% |
| Admin fee / account holder | $917 | $15,207-94.0% | $12,098-92.4% | $12,270-92.5% |