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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 | $110,337+63.9% | $102,383+76.6% | $145,877+24.0% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 13.91% | 24.83%-10.9pp | 24.94%-11.0pp | 551.28%-537.4pp |
| Employer contribution / active EE | $1,266 | $4,216-70.0% | $3,870-67.3% | $4,663-72.9% |
| Participant deferral / active EE | $5,914 | $5,621+5.2% | $5,060+16.9% | $6,691-11.6% |
| Admin fee / account holder | $13,353 | $9,750+37.0% | $8,391+59.1% | $13,402-0.4% |