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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 | $209,519 | $117,859+77.8% | $102,438+104.5% | $145,959+43.5% |
| Participation rate | 30.8% | 78.6%-47.8pp | 76.5%-45.7pp | 80.3%-49.5pp |
| Annual return | 16.92% | 31.72%-14.8pp | 29.37%-12.4pp | 561.95%-545.0pp |
| Employer contribution / active EE | $966 | $3,615-73.3% | $3,024-68.0% | $4,661-79.3% |
| Participant deferral / active EE | $2,092 | $5,732-63.5% | $5,054-58.6% | $6,689-68.7% |
| Admin fee / account holder | $4,943 | $13,318-62.9% | $9,448-47.7% | $13,398-63.1% |