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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 | $192,039 | $89,370+114.9% | $141,197+36.0% | $72,976+163.2% |
| Participation rate | 62.5% | 75.1%-12.6pp | 82.5%-20.0pp | 69.5%-7.0pp |
| Annual return | 22.79% | 111.88%-89.1pp | 71.41%-48.6pp | 81.02%-58.2pp |
| Employer contribution / active EE | $1,032 | $3,115-66.9% | $4,736-78.2% | $2,440-57.7% |
| Participant deferral / active EE | $6,224 | $5,419+14.9% | $6,710-7.2% | $3,608+72.5% |
| Admin fee / account holder | $568 | $5,957-90.5% | $10,265-94.5% | $5,124-88.9% |