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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 | $124,980+69.5% | $108,359+95.5% | $154,746+36.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 11.97% | 45.00%-33.0pp | 36.89%-24.9pp | 172.34%-160.4pp |
| Employer contribution / active EE | $922 | $2,851-67.7% | $2,399-61.6% | $4,379-79.0% |
| Participant deferral / active EE | $1,496 | $4,743-68.5% | $4,137-63.9% | $6,730-77.8% |
| Admin fee / account holder | $2,844 | $11,502-75.3% | $9,741-70.8% | $14,365-80.2% |