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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 | $173,475 | $117,846+47.2% | $102,434+69.4% | $145,884+18.9% |
| Participation rate | 53.8% | 78.6%-24.8pp | 76.5%-22.7pp | 80.3%-26.5pp |
| Annual return | 10.21% | 31.90%-21.7pp | 29.46%-19.2pp | 551.85%-541.6pp |
| Employer contribution / active EE | $1,500 | $3,615-58.5% | $3,023-50.4% | $4,662-67.8% |
| Participant deferral / active EE | $3,799 | $5,733-33.7% | $5,055-24.9% | $6,690-43.2% |
| Admin fee / account holder | $1,229 | $13,356-90.8% | $9,462-87.0% | $13,392-90.8% |