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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 | $184,768 | $110,410+67.3% | $102,437+80.4% | $145,897+26.6% |
| Participation rate | 36.8% | 77.9%-41.1pp | 74.5%-37.7pp | 80.3%-43.5pp |
| Annual return | 20.55% | 24.85%-4.3pp | 24.95%-4.4pp | 552.29%-531.7pp |
| Employer contribution / active EE | $1,164 | $4,217-72.4% | $3,871-69.9% | $4,663-75.0% |
| Participant deferral / active EE | $2,303 | $5,622-59.0% | $5,060-54.5% | $6,689-65.6% |
| Admin fee / account holder | $1,063 | $9,745-89.1% | $8,388-87.3% | $13,390-92.1% |