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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 | $199,894 | $111,814+78.8% | $103,378+93.4% | $145,978+36.9% |
| Participation rate | 43.8% | 77.9%-34.2pp | 74.5%-30.8pp | 80.3%-36.5pp |
| Annual return | 9.77% | 24.80%-15.0pp | 24.91%-15.1pp | 550.52%-540.7pp |
| Employer contribution / active EE | $1,177 | $4,215-72.1% | $3,870-69.6% | $4,662-74.8% |
| Participant deferral / active EE | $3,167 | $5,618-43.6% | $5,058-37.4% | $6,690-52.7% |
| Admin fee / account holder | $2,482 | $9,764-74.6% | $8,401-70.5% | $13,400-81.5% |