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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 | $117,859+67.2% | $102,438+92.4% | $145,959+35.0% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.1pp |
| Annual return | 18.43% | 31.72%-13.3pp | 29.37%-10.9pp | 561.95%-543.5pp |
| Employer contribution / active EE | $1,113 | $3,615-69.2% | $3,024-63.2% | $4,661-76.1% |
| Participant deferral / active EE | $2,514 | $5,732-56.1% | $5,054-50.2% | $6,689-62.4% |
| Admin fee / account holder | $4,762 | $13,318-64.2% | $9,448-49.6% | $13,398-64.5% |