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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 | $186,115 | $152,612+22.0% | $125,192+48.7% | $152,897+21.7% |
| Participation rate | 62.5% | 83.3%-20.8pp | 79.8%-17.3pp | 82.5%-20.0pp |
| Annual return | 27.71% | 54.85%-27.1pp | 43.79%-16.1pp | 345.43%-317.7pp |
| Employer contribution / active EE | $1,145 | $4,947-76.9% | $3,866-70.4% | $4,764-76.0% |
| Participant deferral / active EE | $8,776 | $5,868+49.6% | $4,937+77.8% | $5,851+50.0% |
| Admin fee / account holder | $393 | $13,437-97.1% | $9,704-95.9% | $11,599-96.6% |