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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 | $182,232 | $108,882+67.4% | $96,754+88.3% | $154,746+17.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 70.3%-10.3pp | 80.7%-20.7pp |
| Annual return | 14.20% | 98.39%-84.2pp | 82.04%-67.8pp | 172.34%-158.1pp |
| Employer contribution / active EE | $1,967 | $3,018-34.8% | $2,679-26.6% | $4,379-55.1% |
| Participant deferral / active EE | $3,319 | $5,323-37.6% | $4,758-30.2% | $6,730-50.7% |
| Admin fee / account holder | $616 | $10,200-94.0% | $8,905-93.1% | $14,365-95.7% |