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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 | $123,155+70.0% | $108,753+92.5% | $155,188+34.9% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 12.93% | 44.73%-31.8pp | 37.47%-24.5pp | 148.84%-135.9pp |
| Employer contribution / active EE | $781 | $2,811-72.2% | $2,427-67.8% | $4,248-81.6% |
| Participant deferral / active EE | $3,128 | $4,623-32.3% | $4,115-24.0% | $6,531-52.1% |
| Admin fee / account holder | $4,408 | $12,126-63.7% | $10,320-57.3% | $14,480-69.6% |