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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 | $170,658 | $116,203+46.9% | $93,621+82.3% | $152,897+11.6% |
| Participation rate | 63.6% | 78.1%-14.4pp | 75.8%-12.2pp | 82.5%-18.8pp |
| Annual return | 13.83% | 35.96%-22.1pp | 32.76%-18.9pp | 345.43%-331.6pp |
| Employer contribution / active EE | $847 | $3,219-73.7% | $2,719-68.8% | $4,764-82.2% |
| Participant deferral / active EE | $3,091 | $4,605-32.9% | $4,070-24.0% | $5,851-47.2% |
| Admin fee / account holder | $1,196 | $10,751-88.9% | $7,890-84.8% | $11,599-89.7% |