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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 | $188,893 | $124,330+51.9% | $109,173+73.0% | $167,536+12.7% |
| Participation rate | 62.5% | 79.5%-17.0pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 16.14% | 26.04%-9.9pp | 25.75%-9.6pp | 478.82%-462.7pp |
| Employer contribution / active EE | $1,416 | $4,209-66.4% | $3,723-62.0% | $4,839-70.7% |
| Participant deferral / active EE | $2,904 | $5,256-44.8% | $4,654-37.6% | $6,342-54.2% |
| Admin fee / account holder | $1,348 | $7,974-83.1% | $6,755-80.0% | $12,315-89.1% |