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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 | $210,996 | $161,352+30.8% | $134,172+57.3% | $137,256+53.7% |
| Participation rate | 44.4% | 78.3%-33.8pp | 72.5%-28.0pp | 80.0%-35.5pp |
| Annual return | 12.27% | 28.72%-16.4pp | 25.30%-13.0pp | 220.34%-208.1pp |
| Employer contribution / active EE | $894 | $4,099-78.2% | $3,420-73.9% | $4,156-78.5% |
| Participant deferral / active EE | $1,637 | $5,552-70.5% | $4,690-65.1% | $6,407-74.4% |
| Admin fee / account holder | $2,225 | $15,028-85.2% | $12,016-81.5% | $12,270-81.9% |