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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 | $112,729+85.7% | $98,716+112.1% | $137,256+52.5% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 12.93% | 38.48%-25.5pp | 31.81%-18.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $781 | $2,725-71.3% | $2,279-65.7% | $4,156-81.2% |
| Participant deferral / active EE | $3,128 | $4,640-32.6% | $4,048-22.7% | $6,407-51.2% |
| Admin fee / account holder | $4,408 | $10,129-56.5% | $8,703-49.4% | $12,270-64.1% |