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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 | $211,792 | $161,352+31.3% | $134,172+57.9% | $137,256+54.3% |
| Participation rate | 57.1% | 78.3%-21.1pp | 72.5%-15.3pp | 80.0%-22.8pp |
| Annual return | 20.31% | 28.72%-8.4pp | 25.30%-5.0pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,250 | $4,099-69.5% | $3,420-63.4% | $4,156-69.9% |
| Participant deferral / active EE | $3,009 | $5,552-45.8% | $4,690-35.8% | $6,407-53.0% |
| Admin fee / account holder | $1,222 | $15,028-91.9% | $12,016-89.8% | $12,270-90.0% |