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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 | $107,666+105.9% | $102,184+116.9% | $154,746+43.2% |
| Participation rate | 53.8% | 83.7%-29.9pp | 82.6%-28.7pp | 80.7%-26.9pp |
| Annual return | 15.84% | 29.33%-13.5pp | 31.58%-15.7pp | 172.34%-156.5pp |
| Employer contribution / active EE | $788 | $3,846-79.5% | $3,594-78.1% | $4,379-82.0% |
| Participant deferral / active EE | $4,294 | $8,719-50.8% | $8,309-48.3% | $6,730-36.2% |
| Admin fee / account holder | $3,141 | $12,943-75.7% | $11,609-72.9% | $14,365-78.1% |