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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 | $161,431 | $116,203+38.9% | $93,621+72.4% | $152,909+5.6% |
| Participation rate | 64.7% | 78.1%-13.3pp | 75.8%-11.1pp | 82.5%-17.7pp |
| Annual return | 26.31% | 35.96%-9.7pp | 32.76%-6.4pp | 345.46%-319.2pp |
| Employer contribution / active EE | $1,517 | $3,219-52.9% | $2,719-44.2% | $4,764-68.2% |
| Participant deferral / active EE | $2,083 | $4,605-54.8% | $4,070-48.8% | $5,851-64.4% |
| Admin fee / account holder | $490 | $10,751-95.4% | $7,890-93.8% | $11,601-95.8% |