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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 | $234,310 | $95,580+145.1% | $76,872+204.8% | $139,466+68.0% |
| Participation rate | 57.1% | 74.0%-16.8pp | 69.6%-12.4pp | 80.3%-23.2pp |
| Annual return | 14.75% | 55.00%-40.3pp | 37.90%-23.2pp | 373.66%-358.9pp |
| Employer contribution / active EE | $1,913 | $3,145-39.2% | $2,533-24.5% | $4,754-59.8% |
| Participant deferral / active EE | $8,006 | $4,623+73.2% | $3,832+108.9% | $6,712+19.3% |
| Admin fee / account holder | $895 | $8,302-89.2% | $5,476-83.7% | $11,409-92.2% |