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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 | $222,340 | $225,673-1.5% | $203,872+9.1% | $155,188+43.3% |
| Participation rate | 44.4% | 80.3%-35.9pp | 77.8%-33.4pp | 80.8%-36.4pp |
| Annual return | 12.22% | 95.91%-83.7pp | 85.11%-72.9pp | 148.84%-136.6pp |
| Employer contribution / active EE | $827 | $4,099-79.8% | $3,757-78.0% | $4,248-80.5% |
| Participant deferral / active EE | $1,876 | $6,893-72.8% | $6,388-70.6% | $6,531-71.3% |
| Admin fee / account holder | $1,329 | $12,327-89.2% | $11,730-88.7% | $14,480-90.8% |