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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 | $177,767 | $88,672+100.5% | $105,223+68.9% | $82,448+115.6% |
| Participation rate | 37.9% | 67.9%-30.0pp | 75.0%-37.1pp | 68.1%-30.1pp |
| Annual return | 19.82% | 30.86%-11.0pp | 180.65%-160.8pp | 41.64%-21.8pp |
| Employer contribution / active EE | $1,652 | $3,048-45.8% | $3,689-55.2% | $2,551-35.2% |
| Participant deferral / active EE | $6,368 | $4,036+57.8% | $5,072+25.6% | $4,139+53.8% |
| Admin fee / account holder | $2,421 | $7,146-66.1% | $8,859-72.7% | $7,234-66.5% |