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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 | $204,995 | $115,225+77.9% | $100,712+103.5% | $138,895+47.6% |
| Participation rate | 20.0% | 74.3%-54.3pp | 69.3%-49.3pp | 79.9%-59.9pp |
| Annual return | 25.61% | 40.35%-14.7pp | 33.27%-7.7pp | 145.39%-119.8pp |
| Employer contribution / active EE | $992 | $2,771-64.2% | $2,313-57.1% | $4,194-76.4% |
| Participant deferral / active EE | $2,359 | $4,699-49.8% | $4,085-42.3% | $6,396-63.1% |
| Admin fee / account holder | $1,572 | $10,844-85.5% | $9,256-83.0% | $12,562-87.5% |