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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 | $214,096 | $77,460+176.4% | $100,378+113.3% | $80,925+164.6% |
| Participation rate | 48.6% | 76.9%-28.4pp | 81.5%-32.9pp | 67.7%-19.1pp |
| Annual return | 16.95% | 37.24%-20.3pp | 49.41%-32.5pp | 35.65%-18.7pp |
| Employer contribution / active EE | $311 | $2,801-88.9% | $3,942-92.1% | $2,756-88.7% |
| Participant deferral / active EE | $2,884 | $6,818-57.7% | $8,087-64.3% | $4,299-32.9% |
| Admin fee / account holder | $2,551 | $5,887-56.7% | $7,899-67.7% | $6,940-63.2% |