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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 | $187,476 | $127,779+46.7% | $106,551+75.9% | $167,518+11.9% |
| Participation rate | 46.2% | 78.3%-32.1pp | 76.1%-30.0pp | 82.1%-36.0pp |
| Annual return | 24.91% | 33.87%-9.0pp | 26.80%-1.9pp | 478.71%-453.8pp |
| Employer contribution / active EE | $2,323 | $3,427-32.2% | $2,819-17.6% | $4,838-52.0% |
| Participant deferral / active EE | $4,946 | $5,088-2.8% | $4,398+12.5% | $6,342-22.0% |
| Admin fee / account holder | $2,715 | $11,228-75.8% | $7,408-63.4% | $12,312-78.0% |