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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 | $211,819 | $112,729+87.9% | $98,716+114.6% | $137,256+54.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 11.97% | 38.48%-26.5pp | 31.81%-19.8pp | 220.34%-208.4pp |
| Employer contribution / active EE | $922 | $2,725-66.2% | $2,279-59.6% | $4,156-77.8% |
| Participant deferral / active EE | $1,496 | $4,640-67.8% | $4,048-63.1% | $6,407-76.7% |
| Admin fee / account holder | $2,844 | $10,129-71.9% | $8,703-67.3% | $12,270-76.8% |