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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 | $183,450 | $110,379+66.2% | $102,412+79.1% | $145,884+25.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 11.59% | 24.84%-13.2pp | 24.94%-13.3pp | 551.85%-540.3pp |
| Employer contribution / active EE | $1,335 | $4,216-68.3% | $3,870-65.5% | $4,662-71.4% |
| Participant deferral / active EE | $4,117 | $5,622-26.8% | $5,060-18.6% | $6,690-38.5% |
| Admin fee / account holder | $1,548 | $9,745-84.1% | $8,388-81.5% | $13,392-88.4% |