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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 | $226,081 | $116,190+94.6% | $93,614+141.5% | $152,885+47.9% |
| Participation rate | 68.8% | 78.0%-9.3pp | 75.8%-7.1pp | 82.5%-13.7pp |
| Annual return | 13.46% | 35.96%-22.5pp | 32.76%-19.3pp | 345.39%-331.9pp |
| Employer contribution / active EE | $1,784 | $3,219-44.6% | $2,718-34.4% | $4,763-62.5% |
| Participant deferral / active EE | $3,317 | $4,604-28.0% | $4,069-18.5% | $5,851-43.3% |
| Admin fee / account holder | $495 | $10,749-95.4% | $7,889-93.7% | $11,598-95.7% |