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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 | $216,837 | $117,904+83.9% | $102,457+111.6% | $145,978+48.5% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.1pp |
| Annual return | 15.49% | 31.80%-16.3pp | 29.41%-13.9pp | 550.52%-535.0pp |
| Employer contribution / active EE | $1,601 | $3,613-55.7% | $3,022-47.0% | $4,662-65.7% |
| Participant deferral / active EE | $5,661 | $5,733-1.3% | $5,054+12.0% | $6,690-15.4% |
| Admin fee / account holder | $5,234 | $13,329-60.7% | $9,451-44.6% | $13,400-60.9% |