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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 | $177,599 | $106,247+67.2% | $96,515+84.0% | $139,466+27.3% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 13.78% | 38.47%-24.7pp | 35.73%-22.0pp | 373.66%-359.9pp |
| Employer contribution / active EE | $926 | $4,106-77.5% | $3,740-75.3% | $4,754-80.5% |
| Participant deferral / active EE | $6,260 | $5,456+14.7% | $4,880+28.3% | $6,712-6.7% |
| Admin fee / account holder | $1,400 | $7,885-82.2% | $6,735-79.2% | $11,409-87.7% |