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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 | $197,871 | $117,895+67.8% | $102,460+93.1% | $145,897+35.6% |
| Participation rate | 28.6% | 78.6%-50.1pp | 76.5%-47.9pp | 80.3%-51.7pp |
| Annual return | 10.74% | 31.92%-21.2pp | 29.47%-18.7pp | 552.29%-541.6pp |
| Employer contribution / active EE | $1,108 | $3,619-69.4% | $3,025-63.4% | $4,663-76.2% |
| Participant deferral / active EE | $1,820 | $5,736-68.3% | $5,056-64.0% | $6,689-72.8% |
| Admin fee / account holder | $1,580 | $13,353-88.2% | $9,460-83.3% | $13,390-88.2% |