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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 | $203,127 | $95,601+112.5% | $77,183+163.2% | $139,456+45.7% |
| Participation rate | 58.3% | 74.0%-15.6pp | 69.6%-11.2pp | 80.3%-22.0pp |
| Annual return | 20.40% | 54.96%-34.6pp | 37.89%-17.5pp | 373.45%-353.1pp |
| Employer contribution / active EE | $1,080 | $3,145-65.7% | $2,534-57.4% | $4,753-77.3% |
| Participant deferral / active EE | $5,647 | $4,623+22.2% | $3,833+47.3% | $6,711-15.9% |
| Admin fee / account holder | $1,005 | $8,302-87.9% | $5,475-81.6% | $11,407-91.2% |