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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 | $169,393 | $110,410+53.4% | $102,437+65.4% | $145,897+16.1% |
| Participation rate | 69.6% | 77.9%-8.4pp | 74.5%-4.9pp | 80.3%-10.7pp |
| Annual return | 15.91% | 24.85%-8.9pp | 24.95%-9.0pp | 552.29%-536.4pp |
| Employer contribution / active EE | $1,826 | $4,217-56.7% | $3,871-52.8% | $4,663-60.8% |
| Participant deferral / active EE | $2,521 | $5,622-55.2% | $5,060-50.2% | $6,689-62.3% |
| Admin fee / account holder | $1,275 | $9,745-86.9% | $8,388-84.8% | $13,390-90.5% |