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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 | $196,782 | $115,225+70.8% | $100,712+95.4% | $138,895+41.7% |
| Participation rate | 25.0% | 74.3%-49.3pp | 69.3%-44.3pp | 79.9%-54.9pp |
| Annual return | 19.40% | 40.35%-21.0pp | 33.27%-13.9pp | 145.39%-126.0pp |
| Employer contribution / active EE | $675 | $2,771-75.6% | $2,313-70.8% | $4,194-83.9% |
| Participant deferral / active EE | $3,375 | $4,699-28.2% | $4,085-17.4% | $6,396-47.2% |
| Admin fee / account holder | $1,998 | $10,844-81.6% | $9,256-78.4% | $12,562-84.1% |