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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 | $180,855 | $110,410+63.8% | $102,437+76.6% | $145,897+24.0% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.8pp |
| Annual return | 13.91% | 24.85%-10.9pp | 24.95%-11.0pp | 552.29%-538.4pp |
| Employer contribution / active EE | $1,266 | $4,217-70.0% | $3,871-67.3% | $4,663-72.9% |
| Participant deferral / active EE | $5,914 | $5,622+5.2% | $5,060+16.9% | $6,689-11.6% |
| Admin fee / account holder | $13,353 | $9,745+37.0% | $8,388+59.2% | $13,390-0.3% |