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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 | $211,686 | $115,225+83.7% | $100,712+110.2% | $138,895+52.4% |
| Participation rate | 25.0% | 74.3%-49.3pp | 69.3%-44.3pp | 79.9%-54.9pp |
| Annual return | 16.24% | 40.35%-24.1pp | 33.27%-17.0pp | 145.39%-129.2pp |
| Employer contribution / active EE | $1,364 | $2,771-50.8% | $2,313-41.0% | $4,194-67.5% |
| Participant deferral / active EE | $3,143 | $4,699-33.1% | $4,085-23.1% | $6,396-50.9% |
| Admin fee / account holder | $974 | $10,844-91.0% | $9,256-89.5% | $12,562-92.2% |