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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 | $179,092 | $101,069+77.2% | $81,478+119.8% | $147,585+21.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 10.71% | 32.40%-21.7pp | 38.78%-28.1pp | 578.57%-567.9pp |
| Employer contribution / active EE | $1,261 | $3,205-60.7% | $2,568-50.9% | $4,876-74.1% |
| Participant deferral / active EE | $5,000 | $4,242+17.9% | $3,537+41.4% | $5,439-8.1% |
| Admin fee / account holder | $2,408 | $5,812-58.6% | $4,561-47.2% | $10,885-77.9% |