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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 | $248,693 | $110,410+125.2% | $102,437+142.8% | $145,897+70.5% |
| Participation rate | 68.8% | 77.9%-9.2pp | 74.5%-5.8pp | 80.3%-11.6pp |
| Annual return | 9.78% | 24.85%-15.1pp | 24.95%-15.2pp | 552.29%-542.5pp |
| Employer contribution / active EE | $13,634 | $4,217+223.3% | $3,871+252.2% | $4,663+192.4% |
| Participant deferral / active EE | $2,578 | $5,622-54.1% | $5,060-49.1% | $6,689-61.5% |
| Admin fee / account holder | $6,840 | $9,745-29.8% | $8,388-18.5% | $13,390-48.9% |