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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 | $210,581 | $114,013+84.7% | $103,693+103.1% | $155,188+35.7% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 80.8%-20.8pp |
| Annual return | 16.95% | 49.31%-32.4pp | 47.61%-30.7pp | 148.84%-131.9pp |
| Employer contribution / active EE | $1,232 | $3,131-60.6% | $2,920-57.8% | $4,248-71.0% |
| Participant deferral / active EE | $9,512 | $4,970+91.4% | $4,579+107.7% | $6,531+45.6% |
| Admin fee / account holder | $981 | $8,407-88.3% | $7,858-87.5% | $14,480-93.2% |