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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 | $182,866 | $108,922+67.9% | $100,398+82.1% | $145,978+25.3% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 17.32% | 58.04%-40.7pp | 49.32%-32.0pp | 550.52%-533.2pp |
| Employer contribution / active EE | $903 | $4,426-79.6% | $3,946-77.1% | $4,662-80.6% |
| Participant deferral / active EE | $4,325 | $8,450-48.8% | $8,084-46.5% | $6,690-35.3% |
| Admin fee / account holder | $3,807 | $9,680-60.7% | $7,893-51.8% | $13,400-71.6% |