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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 | $159,581 | $103,387+54.4% | $87,102+83.2% | $152,885+4.4% |
| Participation rate | 64.7% | 79.4%-14.6pp | 76.9%-12.2pp | 82.5%-17.7pp |
| Annual return | 21.39% | 28.10%-6.7pp | 28.19%-6.8pp | 345.39%-324.0pp |
| Employer contribution / active EE | $1,715 | $3,221-46.8% | $2,521-32.0% | $4,763-64.0% |
| Participant deferral / active EE | $6,408 | $4,778+34.1% | $4,048+58.3% | $5,851+9.5% |
| Admin fee / account holder | $18,827 | $12,193+54.4% | $7,491+151.3% | $11,598+62.3% |