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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 | $172,392 | $110,379+56.2% | $102,412+68.3% | $145,884+18.2% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 14.83% | 24.84%-10.0pp | 24.94%-10.1pp | 551.85%-537.0pp |
| Employer contribution / active EE | $1,747 | $4,216-58.6% | $3,870-54.9% | $4,662-62.5% |
| Participant deferral / active EE | $8,068 | $5,622+43.5% | $5,060+59.4% | $6,690+20.6% |
| Admin fee / account holder | $6,838 | $9,745-29.8% | $8,388-18.5% | $13,392-48.9% |