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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 | $183,884 | $110,337+66.7% | $102,383+79.6% | $145,877+26.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 10.96% | 24.83%-13.9pp | 24.94%-14.0pp | 551.28%-540.3pp |
| Employer contribution / active EE | $1,207 | $4,216-71.4% | $3,870-68.8% | $4,663-74.1% |
| Participant deferral / active EE | $3,242 | $5,621-42.3% | $5,060-35.9% | $6,691-51.5% |
| Admin fee / account holder | $687 | $9,750-93.0% | $8,391-91.8% | $13,402-94.9% |