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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 | $187,448 | $99,994+87.5% | $146,647+27.8% | $85,851+118.3% |
| Participation rate | 21.0% | 73.1%-52.1pp | 80.1%-59.1pp | 69.3%-48.4pp |
| Annual return | 20.19% | 18.93%+1.3pp | 22.75%-2.6pp | 318.63%-298.4pp |
| Employer contribution / active EE | $739 | $2,559-71.1% | $4,137-82.1% | $2,565-71.2% |
| Participant deferral / active EE | $2,753 | $4,006-31.3% | $5,506-50.0% | $3,952-30.4% |
| Admin fee / account holder | $1,183 | $7,703-84.6% | $10,281-88.5% | $6,261-81.1% |