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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 | $185,018 | $149,778+23.5% | $118,946+55.5% | $158,966+16.4% |
| Participation rate | 60.0% | 82.1%-22.1pp | 75.4%-15.4pp | 82.0%-22.0pp |
| Annual return | 7.71% | 19.95%-12.2pp | 35.89%-28.2pp | 302.95%-295.2pp |
| Employer contribution / active EE | $1,294 | $4,117-68.6% | $3,263-60.4% | $4,762-72.8% |
| Participant deferral / active EE | $7,472 | $5,225+43.0% | $4,266+75.2% | $5,983+24.9% |
| Admin fee / account holder | $1,193 | $8,604-86.1% | $6,581-81.9% | $11,250-89.4% |