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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 | $226,353 | $156,616+44.5% | $133,346+69.7% | $198,609+14.0% |
| Participation rate | 42.9% | 77.7%-34.9pp | 72.8%-30.0pp | 82.4%-39.5pp |
| Annual return | 14.40% | 44.25%-29.9pp | 36.85%-22.5pp | 202.70%-188.3pp |
| Employer contribution / active EE | $1,352 | $3,368-59.8% | $2,853-52.6% | $5,055-73.3% |
| Participant deferral / active EE | $7,482 | $4,920+52.1% | $4,332+72.7% | $6,977+7.2% |
| Admin fee / account holder | $2,708 | $17,468-84.5% | $14,264-81.0% | $19,030-85.8% |