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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 | $228,178 | $162,812+40.1% | $133,971+70.3% | $158,966+43.5% |
| Participation rate | 59.1% | 83.2%-24.1pp | 79.8%-20.7pp | 82.0%-22.9pp |
| Annual return | 17.87% | 41.94%-24.1pp | 45.09%-27.2pp | 302.95%-285.1pp |
| Employer contribution / active EE | $1,257 | $4,976-74.7% | $3,919-67.9% | $4,762-73.6% |
| Participant deferral / active EE | $3,499 | $5,910-40.8% | $5,047-30.7% | $5,983-41.5% |
| Admin fee / account holder | $427 | $11,741-96.4% | $8,929-95.2% | $11,250-96.2% |