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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 | $178,964 | $106,115+68.7% | $85,969+108.2% | $125,389+42.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 76.5%-9.9pp | 83.2%-16.5pp |
| Annual return | 3.13% | 13.93%-10.8pp | 9.32%-6.2pp | 282.24%-279.1pp |
| Employer contribution / active EE | $1,874 | $4,537-58.7% | $3,474-46.1% | $4,866-61.5% |
| Participant deferral / active EE | $7,291 | $4,859+50.0% | $3,829+90.4% | $5,352+36.2% |
| Admin fee / account holder | $1,798 | $8,144-77.9% | $6,053-70.3% | $9,541-81.2% |