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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 | $197,066 | $117,846+67.2% | $102,434+92.4% | $145,884+35.1% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 18.43% | 31.90%-13.5pp | 29.46%-11.0pp | 551.85%-533.4pp |
| Employer contribution / active EE | $1,113 | $3,615-69.2% | $3,023-63.2% | $4,662-76.1% |
| Participant deferral / active EE | $2,514 | $5,733-56.1% | $5,055-50.3% | $6,690-62.4% |
| Admin fee / account holder | $4,762 | $13,356-64.3% | $9,462-49.7% | $13,392-64.4% |