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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 | $177,540 | $108,882+63.1% | $96,754+83.5% | $154,746+14.7% |
| Participation rate | 69.2% | 75.1%-5.9pp | 70.3%-1.0pp | 80.7%-11.5pp |
| Annual return | 12.07% | 98.39%-86.3pp | 82.04%-70.0pp | 172.34%-160.3pp |
| Employer contribution / active EE | $1,816 | $3,018-39.8% | $2,679-32.2% | $4,379-58.5% |
| Participant deferral / active EE | $5,093 | $5,323-4.3% | $4,758+7.0% | $6,730-24.3% |
| Admin fee / account holder | $3,516 | $10,200-65.5% | $8,905-60.5% | $14,365-75.5% |