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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 | $209,370 | $115,225+81.7% | $100,712+107.9% | $138,895+50.7% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 12.93% | 40.35%-27.4pp | 33.27%-20.3pp | 145.39%-132.5pp |
| Employer contribution / active EE | $781 | $2,771-71.8% | $2,313-66.2% | $4,194-81.4% |
| Participant deferral / active EE | $3,128 | $4,699-33.4% | $4,085-23.4% | $6,396-51.1% |
| Admin fee / account holder | $4,408 | $10,844-59.4% | $9,256-52.4% | $12,562-64.9% |