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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 | $187,372 | $100,073+87.2% | $85,126+120.1% | $145,877+28.4% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.7pp | 80.3%-37.4pp |
| Annual return | 10.68% | 84.11%-73.4pp | 66.63%-56.0pp | 551.28%-540.6pp |
| Employer contribution / active EE | $1,577 | $3,236-51.3% | $2,731-42.3% | $4,663-66.2% |
| Participant deferral / active EE | $6,110 | $5,294+15.4% | $4,523+35.1% | $6,691-8.7% |
| Admin fee / account holder | $7,047 | $7,261-2.9% | $6,160+14.4% | $13,402-47.4% |