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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 | $111,814+65.2% | $103,374+78.7% | $145,959+26.6% |
| Participation rate | 36.8% | 77.9%-41.1pp | 74.5%-37.7pp | 80.3%-43.4pp |
| Annual return | 20.55% | 24.77%-4.2pp | 24.89%-4.3pp | 561.95%-541.4pp |
| Employer contribution / active EE | $1,164 | $4,214-72.4% | $3,869-69.9% | $4,661-75.0% |
| Participant deferral / active EE | $2,303 | $5,618-59.0% | $5,058-54.5% | $6,689-65.6% |
| Admin fee / account holder | $1,063 | $9,754-89.1% | $8,394-87.3% | $13,398-92.1% |