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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 | $138,312+53.6% | $122,979+72.8% | $155,188+36.9% |
| Participation rate | 40.0% | 80.2%-40.2pp | 77.2%-37.2pp | 80.8%-40.8pp |
| Annual return | 14.99% | 22.06%-7.1pp | 20.12%-5.1pp | 148.84%-133.8pp |
| Employer contribution / active EE | $832 | $3,530-76.4% | $3,062-72.8% | $4,248-80.4% |
| Participant deferral / active EE | $6,400 | $5,592+14.4% | $5,003+27.9% | $6,531-2.0% |
| Admin fee / account holder | $917 | $15,089-93.9% | $12,864-92.9% | $14,480-93.7% |