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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 | $154,409 | $116,203+32.9% | $93,621+64.9% | $152,897+1.0% |
| Participation rate | 68.8% | 78.1%-9.3pp | 75.8%-7.1pp | 82.5%-13.7pp |
| Annual return | 19.36% | 35.96%-16.6pp | 32.76%-13.4pp | 345.43%-326.1pp |
| Employer contribution / active EE | $1,087 | $3,219-66.2% | $2,719-60.0% | $4,764-77.2% |
| Participant deferral / active EE | $2,600 | $4,605-43.5% | $4,070-36.1% | $5,851-55.6% |
| Admin fee / account holder | $566 | $10,751-94.7% | $7,890-92.8% | $11,599-95.1% |