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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 | $184,916 | $77,358+139.0% | $102,184+81.0% | $87,485+111.4% |
| Participation rate | 68.0% | 78.7%-10.7pp | 82.6%-14.6pp | 68.9%-0.9pp |
| Annual return | 16.09% | 41.11%-25.0pp | 31.58%-15.5pp | 26.06%-10.0pp |
| Employer contribution / active EE | $1,002 | $2,562-60.9% | $3,594-72.1% | $2,596-61.4% |
| Participant deferral / active EE | $4,875 | $6,753-27.8% | $8,309-41.3% | $4,274+14.1% |
| Admin fee / account holder | $3,965 | $6,809-41.8% | $11,609-65.8% | $7,775-49.0% |