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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 | $115,225+83.8% | $100,712+110.3% | $138,895+52.5% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 11.97% | 40.35%-28.4pp | 33.27%-21.3pp | 145.39%-133.4pp |
| Employer contribution / active EE | $922 | $2,771-66.7% | $2,313-60.2% | $4,194-78.0% |
| Participant deferral / active EE | $1,496 | $4,699-68.2% | $4,085-63.4% | $6,396-76.6% |
| Admin fee / account holder | $2,844 | $10,844-73.8% | $9,256-69.3% | $12,562-77.4% |