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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 | $178,437 | $98,776+80.6% | $149,745+19.2% | $79,856+123.4% |
| Participation rate | 67.9% | 75.8%-7.9pp | 82.5%-14.6pp | 69.6%-1.8pp |
| Annual return | 18.56% | 27.38%-8.8pp | 276.72%-258.2pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,288 | $3,217-60.0% | $4,646-72.3% | $2,471-47.9% |
| Participant deferral / active EE | $4,505 | $5,681-20.7% | $6,843-34.2% | $3,741+20.4% |
| Admin fee / account holder | $3,146 | $6,053-48.0% | $9,312-66.2% | $5,306-40.7% |