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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 | $203,739 | $107,030+90.4% | $73,550+177.0% | $147,586+38.0% |
| Participation rate | 42.9% | 66.4%-23.5pp | 54.9%-12.1pp | 82.8%-40.0pp |
| Annual return | 14.69% | 38.25%-23.6pp | -15.16%+29.8pp | 578.59%-563.9pp |
| Employer contribution / active EE | $841 | $1,760-52.2% | $1,219-31.0% | $4,876-82.7% |
| Participant deferral / active EE | $2,268 | $2,458-7.7% | $1,804+25.7% | $5,439-58.3% |
| Admin fee / account holder | $833 | $3,055-72.7% | $2,320-64.1% | $10,886-92.3% |