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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 | $193,678 | $117,846+64.3% | $102,434+89.1% | $145,884+32.8% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 11.36% | 31.90%-20.5pp | 29.46%-18.1pp | 551.85%-540.5pp |
| Employer contribution / active EE | $985 | $3,615-72.7% | $3,023-67.4% | $4,662-78.9% |
| Participant deferral / active EE | $3,877 | $5,733-32.4% | $5,055-23.3% | $6,690-42.0% |
| Admin fee / account holder | $832 | $13,356-93.8% | $9,462-91.2% | $13,392-93.8% |