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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 | $208,865 | $103,387+102.0% | $87,102+139.8% | $152,885+36.6% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 20.87% | 28.10%-7.2pp | 28.19%-7.3pp | 345.39%-324.5pp |
| Employer contribution / active EE | $1,366 | $3,221-57.6% | $2,521-45.8% | $4,763-71.3% |
| Participant deferral / active EE | $5,771 | $4,778+20.8% | $4,048+42.5% | $5,851-1.4% |
| Admin fee / account holder | $1,173 | $12,193-90.4% | $7,491-84.3% | $11,598-89.9% |