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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 | $241,586 | $166,268+45.3% | $165,100+46.3% | $145,897+65.6% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 11.93% | 100.52%-88.6pp | 70.21%-58.3pp | 552.29%-540.4pp |
| Employer contribution / active EE | $1,157 | $5,284-78.1% | $4,348-73.4% | $4,663-75.2% |
| Participant deferral / active EE | $9,882 | $6,964+41.9% | $6,035+63.7% | $6,689+47.7% |
| Admin fee / account holder | $32,921 | $16,659+97.6% | $12,696+159.3% | $13,390+145.9% |