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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 | $198,370 | $103,387+91.9% | $87,102+127.7% | $152,885+29.8% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 22.85% | 28.10%-5.2pp | 28.19%-5.3pp | 345.39%-322.5pp |
| Employer contribution / active EE | $1,576 | $3,221-51.1% | $2,521-37.5% | $4,763-66.9% |
| Participant deferral / active EE | $5,273 | $4,778+10.4% | $4,048+30.3% | $5,851-9.9% |
| Admin fee / account holder | $10,232 | $12,193-16.1% | $7,491+36.6% | $11,598-11.8% |