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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 | $224,771 | $106,247+111.6% | $96,515+132.9% | $139,466+61.2% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 25.32% | 38.47%-13.1pp | 35.73%-10.4pp | 373.66%-348.3pp |
| Employer contribution / active EE | $1,716 | $4,106-58.2% | $3,740-54.1% | $4,754-63.9% |
| Participant deferral / active EE | $5,115 | $5,456-6.2% | $4,880+4.8% | $6,712-23.8% |
| Admin fee / account holder | $1,218 | $7,885-84.6% | $6,735-81.9% | $11,409-89.3% |