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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 | $206,967 | $115,225+79.6% | $100,712+105.5% | $138,895+49.0% |
| Participation rate | 35.7% | 74.3%-38.6pp | 69.3%-33.6pp | 79.9%-44.2pp |
| Annual return | 17.32% | 40.35%-23.0pp | 33.27%-16.0pp | 145.39%-128.1pp |
| Employer contribution / active EE | $747 | $2,771-73.0% | $2,313-67.7% | $4,194-82.2% |
| Participant deferral / active EE | $1,745 | $4,699-62.9% | $4,085-57.3% | $6,396-72.7% |
| Admin fee / account holder | $1,824 | $10,844-83.2% | $9,256-80.3% | $12,562-85.5% |