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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 | $184,369 | $103,393+78.3% | $87,103+111.7% | $152,909+20.6% |
| Participation rate | 63.6% | 79.4%-15.7pp | 76.9%-13.2pp | 82.5%-18.8pp |
| Annual return | 23.23% | 28.10%-4.9pp | 28.19%-5.0pp | 345.46%-322.2pp |
| Employer contribution / active EE | $1,248 | $3,221-61.3% | $2,521-50.5% | $4,764-73.8% |
| Participant deferral / active EE | $4,992 | $4,778+4.5% | $4,049+23.3% | $5,851-14.7% |
| Admin fee / account holder | $10,867 | $12,195-10.9% | $7,491+45.1% | $11,601-6.3% |