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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 | $186,905 | $117,895+58.5% | $102,460+82.4% | $145,897+28.1% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 8.66% | 31.92%-23.3pp | 29.47%-20.8pp | 552.29%-543.6pp |
| Employer contribution / active EE | $1,221 | $3,619-66.3% | $3,025-59.6% | $4,663-73.8% |
| Participant deferral / active EE | $3,527 | $5,736-38.5% | $5,056-30.2% | $6,689-47.3% |
| Admin fee / account holder | $1,555 | $13,353-88.4% | $9,460-83.6% | $13,390-88.4% |