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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 | $201,696 | $117,895+71.1% | $102,460+96.9% | $145,897+38.2% |
| Participation rate | 47.8% | 78.6%-30.8pp | 76.5%-28.7pp | 80.3%-32.5pp |
| Annual return | 8.67% | 31.92%-23.3pp | 29.47%-20.8pp | 552.29%-543.6pp |
| Employer contribution / active EE | $1,017 | $3,619-71.9% | $3,025-66.4% | $4,663-78.2% |
| Participant deferral / active EE | $6,472 | $5,736+12.8% | $5,056+28.0% | $6,689-3.2% |
| Admin fee / account holder | $344 | $13,353-97.4% | $9,460-96.4% | $13,390-97.4% |