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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 | $170,097 | $99,652+70.7% | $78,778+115.9% | $147,586+15.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 16.47% | 47.28%-30.8pp | 35.62%-19.1pp | 578.59%-562.1pp |
| Employer contribution / active EE | $1,419 | $2,796-49.2% | $1,986-28.5% | $4,876-70.9% |
| Participant deferral / active EE | $4,548 | $3,664+24.1% | $2,958+53.7% | $5,439-16.4% |
| Admin fee / account holder | $597 | $7,155-91.7% | $5,134-88.4% | $10,886-94.5% |