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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 | $208,641 | $100,970+106.6% | $96,576+116.0% | $137,256+52.0% |
| Participation rate | 40.0% | 82.6%-42.6pp | 81.4%-41.4pp | 80.0%-40.0pp |
| Annual return | 15.53% | 38.16%-22.6pp | 38.47%-22.9pp | 220.34%-204.8pp |
| Employer contribution / active EE | $399 | $3,809-89.5% | $3,553-88.8% | $4,156-90.4% |
| Participant deferral / active EE | $2,574 | $8,286-68.9% | $7,956-67.6% | $6,407-59.8% |
| Admin fee / account holder | $7,665 | $11,312-32.2% | $11,381-32.7% | $12,270-37.5% |