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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 | $172,082 | $98,240+75.2% | $82,312+109.1% | $147,586+16.6% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 8.94% | 30.85%-21.9pp | 25.88%-16.9pp | 578.59%-569.7pp |
| Employer contribution / active EE | $1,572 | $3,192-50.7% | $2,428-35.3% | $4,876-67.8% |
| Participant deferral / active EE | $2,365 | $4,383-46.1% | $3,706-36.2% | $5,439-56.5% |
| Admin fee / account holder | $4,531 | $8,563-47.1% | $5,608-19.2% | $10,886-58.4% |