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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 | $182,710 | $110,410+65.5% | $102,437+78.4% | $145,897+25.2% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 22.28% | 24.85%-2.6pp | 24.95%-2.7pp | 552.29%-530.0pp |
| Employer contribution / active EE | $1,252 | $4,217-70.3% | $3,871-67.6% | $4,663-73.1% |
| Participant deferral / active EE | $9,677 | $5,622+72.1% | $5,060+91.2% | $6,689+44.7% |
| Admin fee / account holder | $1,722 | $9,745-82.3% | $8,388-79.5% | $13,390-87.1% |