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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 | $202,946 | $124,336+63.2% | $111,303+82.3% | $167,518+21.1% |
| Participation rate | 63.2% | 79.6%-16.5pp | 77.3%-14.2pp | 82.1%-19.0pp |
| Annual return | 17.30% | 37.45%-20.1pp | 54.66%-37.4pp | 478.71%-461.4pp |
| Employer contribution / active EE | $1,789 | $3,436-47.9% | $2,731-34.5% | $4,838-63.0% |
| Participant deferral / active EE | $4,483 | $5,181-13.5% | $4,487-0.1% | $6,342-29.3% |
| Admin fee / account holder | $11,342 | $10,623+6.8% | $7,966+42.4% | $12,312-7.9% |