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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 | $232,668 | $154,193+50.9% | $130,045+78.9% | $139,466+66.8% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 11.33% | 32.51%-21.2pp | -137.30%+148.6pp | 373.66%-362.3pp |
| Employer contribution / active EE | $1,444 | $5,292-72.7% | $4,321-66.6% | $4,754-69.6% |
| Participant deferral / active EE | $3,218 | $6,709-52.0% | $5,820-44.7% | $6,712-52.1% |
| Admin fee / account holder | $4,720 | $13,989-66.3% | $10,600-55.5% | $11,409-58.6% |