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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 | $218,323 | $110,379+97.8% | $102,412+113.2% | $145,884+49.7% |
| Participation rate | 34.8% | 77.9%-43.1pp | 74.5%-39.7pp | 80.3%-45.5pp |
| Annual return | 11.78% | 24.84%-13.1pp | 24.94%-13.2pp | 551.85%-540.1pp |
| Employer contribution / active EE | $1,719 | $4,216-59.2% | $3,870-55.6% | $4,662-63.1% |
| Participant deferral / active EE | $5,195 | $5,622-7.6% | $5,060+2.7% | $6,690-22.3% |
| Admin fee / account holder | $1,559 | $9,745-84.0% | $8,388-81.4% | $13,392-88.4% |