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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 | $196,480 | $117,846+66.7% | $102,434+91.8% | $145,884+34.7% |
| Participation rate | 60.9% | 78.6%-17.8pp | 76.5%-15.6pp | 80.3%-19.4pp |
| Annual return | 15.82% | 31.90%-16.1pp | 29.46%-13.6pp | 551.85%-536.0pp |
| Employer contribution / active EE | $1,471 | $3,615-59.3% | $3,023-51.4% | $4,662-68.5% |
| Participant deferral / active EE | $8,499 | $5,733+48.2% | $5,055+68.1% | $6,690+27.0% |
| Admin fee / account holder | $12,000 | $13,356-10.1% | $9,462+26.8% | $13,392-10.4% |