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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 | $204,277 | $124,980+63.4% | $108,359+88.5% | $154,746+32.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 17.78% | 45.00%-27.2pp | 36.89%-19.1pp | 172.34%-154.6pp |
| Employer contribution / active EE | $852 | $2,851-70.1% | $2,399-64.5% | $4,379-80.5% |
| Participant deferral / active EE | $2,046 | $4,743-56.9% | $4,137-50.6% | $6,730-69.6% |
| Admin fee / account holder | $1,336 | $11,502-88.4% | $9,741-86.3% | $14,365-90.7% |