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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 | $188,716 | $106,267+77.6% | $96,520+95.5% | $139,456+35.3% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 21.76% | 38.45%-16.7pp | 35.72%-14.0pp | 373.45%-351.7pp |
| Employer contribution / active EE | $1,324 | $4,105-67.8% | $3,739-64.6% | $4,753-72.2% |
| Participant deferral / active EE | $6,877 | $5,454+26.1% | $4,879+41.0% | $6,711+2.5% |
| Admin fee / account holder | $2,225 | $7,882-71.8% | $6,733-67.0% | $11,407-80.5% |