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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 | $243,921 | $211,288+15.4% | $178,540+36.6% | $145,884+67.2% |
| Participation rate | 63.6% | 80.8%-17.2pp | 77.1%-13.5pp | 80.3%-16.7pp |
| Annual return | 17.88% | 30.27%-12.4pp | 27.15%-9.3pp | 551.85%-534.0pp |
| Employer contribution / active EE | $1,503 | $4,574-67.1% | $3,953-62.0% | $4,662-67.8% |
| Participant deferral / active EE | $3,208 | $6,967-53.9% | $6,281-48.9% | $6,690-52.0% |
| Admin fee / account holder | $10,849 | $12,105-10.4% | $10,424+4.1% | $13,392-19.0% |