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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 | $177,828 | $135,956+30.8% | $123,894+43.5% | $273,972-35.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 8.55% | 56.63%-48.1pp | 47.52%-39.0pp | 41.46%-32.9pp |
| Employer contribution / active EE | $1,476 | $5,170-71.5% | $4,617-68.0% | $4,869-69.7% |
| Participant deferral / active EE | $3,283 | $6,343-48.2% | $5,984-45.1% | $5,287-37.9% |
| Admin fee / account holder | $38,429 | $9,817+291.4% | $8,357+359.8% | $10,133+279.3% |