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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 | $184,937 | $110,337+67.6% | $102,383+80.6% | $145,877+26.8% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 11.12% | 24.83%-13.7pp | 24.94%-13.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $2,215 | $4,216-47.5% | $3,870-42.8% | $4,663-52.5% |
| Participant deferral / active EE | $2,710 | $5,621-51.8% | $5,060-46.4% | $6,691-59.5% |
| Admin fee / account holder | $2,103 | $9,750-78.4% | $8,391-74.9% | $13,402-84.3% |