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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 | $173,263 | $110,410+56.9% | $102,437+69.1% | $145,897+18.8% |
| Participation rate | 60.9% | 77.9%-17.1pp | 74.5%-13.6pp | 80.3%-19.4pp |
| Annual return | 12.69% | 24.85%-12.2pp | 24.95%-12.3pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,964 | $4,217-53.4% | $3,871-49.3% | $4,663-57.9% |
| Participant deferral / active EE | $6,566 | $5,622+16.8% | $5,060+29.8% | $6,689-1.8% |
| Admin fee / account holder | $816 | $9,745-91.6% | $8,388-90.3% | $13,390-93.9% |