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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 | $191,971 | $111,814+71.7% | $103,374+85.7% | $145,959+31.5% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 19.43% | 24.77%-5.3pp | 24.89%-5.5pp | 561.95%-542.5pp |
| Employer contribution / active EE | $3,531 | $4,214-16.2% | $3,869-8.7% | $4,661-24.2% |
| Participant deferral / active EE | $9,601 | $5,618+70.9% | $5,058+89.8% | $6,689+43.5% |
| Admin fee / account holder | $5,640 | $9,754-42.2% | $8,394-32.8% | $13,398-57.9% |