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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 | $181,435 | $88,778+104.4% | $81,844+121.7% | $145,884+24.4% |
| Participation rate | 36.8% | 75.1%-38.2pp | 72.4%-35.5pp | 80.3%-43.5pp |
| Annual return | 12.97% | 1033.03%-1020.1pp | 778.87%-765.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $969 | $3,087-68.6% | $2,916-66.8% | $4,662-79.2% |
| Participant deferral / active EE | $5,546 | $4,648+19.3% | $4,323+28.3% | $6,690-17.1% |
| Admin fee / account holder | $1,191 | $8,430-85.9% | $7,355-83.8% | $13,392-91.1% |