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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 | $117,895+77.7% | $102,460+104.5% | $145,897+43.6% |
| Participation rate | 30.8% | 78.6%-47.9pp | 76.5%-45.7pp | 80.3%-49.5pp |
| Annual return | 16.92% | 31.92%-15.0pp | 29.47%-12.6pp | 552.29%-535.4pp |
| Employer contribution / active EE | $966 | $3,619-73.3% | $3,025-68.1% | $4,663-79.3% |
| Participant deferral / active EE | $2,092 | $5,736-63.5% | $5,056-58.6% | $6,689-68.7% |
| Admin fee / account holder | $4,943 | $13,353-63.0% | $9,460-47.8% | $13,390-63.1% |