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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 | $242,619 | $108,882+122.8% | $96,754+150.8% | $154,746+56.8% |
| Participation rate | 58.3% | 75.1%-16.7pp | 70.3%-11.9pp | 80.7%-22.4pp |
| Annual return | 17.62% | 98.39%-80.8pp | 82.04%-64.4pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,435 | $3,018-52.5% | $2,679-46.4% | $4,379-67.2% |
| Participant deferral / active EE | $5,407 | $5,323+1.6% | $4,758+13.6% | $6,730-19.7% |
| Admin fee / account holder | $1,153 | $10,200-88.7% | $8,905-87.0% | $14,365-92.0% |