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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 | $175,543 | $101,618+72.7% | $93,063+88.6% | $137,256+27.9% |
| Participation rate | 33.3% | 74.9%-41.6pp | 72.1%-38.8pp | 80.0%-46.6pp |
| Annual return | 17.24% | 223.95%-206.7pp | 34.15%-16.9pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,768 | $2,707-34.7% | $2,476-28.6% | $4,156-57.5% |
| Participant deferral / active EE | $4,558 | $4,279+6.5% | $3,958+15.2% | $6,407-28.9% |
| Admin fee / account holder | $1,402 | $6,198-77.4% | $6,033-76.8% | $12,270-88.6% |