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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 | $242,180 | $162,812+48.7% | $133,971+80.8% | $158,966+52.3% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | 15.64% | 41.94%-26.3pp | 45.09%-29.5pp | 302.95%-287.3pp |
| Employer contribution / active EE | $1,428 | $4,976-71.3% | $3,919-63.6% | $4,762-70.0% |
| Participant deferral / active EE | $2,197 | $5,910-62.8% | $5,047-56.5% | $5,983-63.3% |
| Admin fee / account holder | $924 | $11,741-92.1% | $8,929-89.6% | $11,250-91.8% |