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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 | $201,166 | $117,895+70.6% | $102,460+96.3% | $145,897+37.9% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 8.95% | 31.92%-23.0pp | 29.47%-20.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $1,740 | $3,619-51.9% | $3,025-42.5% | $4,663-62.7% |
| Participant deferral / active EE | $3,855 | $5,736-32.8% | $5,056-23.8% | $6,689-42.4% |
| Admin fee / account holder | $1,660 | $13,353-87.6% | $9,460-82.5% | $13,390-87.6% |