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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 | $193,243 | $98,776+95.6% | $149,745+29.0% | $79,856+142.0% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.5%-14.5pp | 69.6%-1.6pp |
| Annual return | 14.56% | 27.38%-12.8pp | 276.72%-262.2pp | 31.71%-17.2pp |
| Employer contribution / active EE | $980 | $3,217-69.5% | $4,646-78.9% | $2,471-60.3% |
| Participant deferral / active EE | $6,745 | $5,681+18.7% | $6,843-1.4% | $3,741+80.3% |
| Admin fee / account holder | $656 | $6,053-89.2% | $9,312-93.0% | $5,306-87.6% |