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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 | $188,654 | $116,190+62.4% | $93,614+101.5% | $152,885+23.4% |
| Participation rate | 53.8% | 78.0%-24.2pp | 75.8%-22.0pp | 82.5%-28.6pp |
| Annual return | 14.83% | 35.96%-21.1pp | 32.76%-17.9pp | 345.39%-330.6pp |
| Employer contribution / active EE | $1,545 | $3,219-52.0% | $2,718-43.2% | $4,763-67.6% |
| Participant deferral / active EE | $3,617 | $4,604-21.4% | $4,069-11.1% | $5,851-38.2% |
| Admin fee / account holder | $5,432 | $10,749-49.5% | $7,889-31.1% | $11,598-53.2% |