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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 | $207,755 | $123,155+68.7% | $108,753+91.0% | $155,188+33.9% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 10.74% | 44.73%-34.0pp | 37.47%-26.7pp | 148.84%-138.1pp |
| Employer contribution / active EE | $3,620 | $2,811+28.8% | $2,427+49.2% | $4,248-14.8% |
| Participant deferral / active EE | $6,308 | $4,623+36.4% | $4,115+53.3% | $6,531-3.4% |
| Admin fee / account holder | $6,461 | $12,126-46.7% | $10,320-37.4% | $14,480-55.4% |