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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 | $172,280 | $103,393+66.6% | $87,103+97.8% | $152,909+12.7% |
| Participation rate | 68.8% | 79.4%-10.6pp | 76.9%-8.1pp | 82.5%-13.7pp |
| Annual return | 27.60% | 28.10%-0.5pp | 28.19%-0.6pp | 345.46%-317.9pp |
| Employer contribution / active EE | $915 | $3,221-71.6% | $2,521-63.7% | $4,764-80.8% |
| Participant deferral / active EE | $3,583 | $4,778-25.0% | $4,049-11.5% | $5,851-38.8% |
| Admin fee / account holder | $22,680 | $12,195+86.0% | $7,491+202.7% | $11,601+95.5% |