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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 | $98,760+95.7% | $149,710+29.1% | $79,860+142.0% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.5%-14.5pp | 69.6%-1.6pp |
| Annual return | 14.56% | 27.43%-12.9pp | 276.63%-262.1pp | 31.72%-17.2pp |
| Employer contribution / active EE | $980 | $3,217-69.5% | $4,645-78.9% | $2,471-60.3% |
| Participant deferral / active EE | $6,745 | $5,681+18.7% | $6,842-1.4% | $3,740+80.3% |
| Admin fee / account holder | $656 | $6,053-89.2% | $9,309-93.0% | $5,306-87.6% |