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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 | $245,757 | $182,442+34.7% | $163,379+50.4% | $138,895+76.9% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.8%-21.3pp | 79.9%-24.4pp |
| Annual return | 17.34% | 72.74%-55.4pp | 63.41%-46.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $1,677 | $4,159-59.7% | $3,752-55.3% | $4,194-60.0% |
| Participant deferral / active EE | $2,544 | $6,817-62.7% | $6,282-59.5% | $6,396-60.2% |
| Admin fee / account holder | $8,136 | $10,396-21.7% | $9,818-17.1% | $12,562-35.2% |