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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 | $220,415 | $124,980+76.4% | $108,359+103.4% | $154,746+42.4% |
| Participation rate | 30.0% | 75.2%-45.2pp | 70.1%-40.1pp | 80.7%-50.7pp |
| Annual return | 20.18% | 45.00%-24.8pp | 36.89%-16.7pp | 172.34%-152.2pp |
| Employer contribution / active EE | $804 | $2,851-71.8% | $2,399-66.5% | $4,379-81.6% |
| Participant deferral / active EE | $2,646 | $4,743-44.2% | $4,137-36.0% | $6,730-60.7% |
| Admin fee / account holder | $979 | $11,502-91.5% | $9,741-90.0% | $14,365-93.2% |