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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 | $221,654 | $100,970+119.5% | $96,576+129.5% | $137,256+61.5% |
| Participation rate | 53.8% | 82.6%-28.8pp | 81.4%-27.6pp | 80.0%-26.1pp |
| Annual return | 15.84% | 38.16%-22.3pp | 38.47%-22.6pp | 220.34%-204.5pp |
| Employer contribution / active EE | $788 | $3,809-79.3% | $3,553-77.8% | $4,156-81.0% |
| Participant deferral / active EE | $4,294 | $8,286-48.2% | $7,956-46.0% | $6,407-33.0% |
| Admin fee / account holder | $3,141 | $11,312-72.2% | $11,381-72.4% | $12,270-74.4% |