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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 | $215,697 | $117,829+83.1% | $102,423+110.6% | $145,877+47.9% |
| Participation rate | 68.4% | 78.6%-10.2pp | 76.5%-8.1pp | 80.3%-11.9pp |
| Annual return | 8.86% | 31.83%-23.0pp | 29.42%-20.6pp | 551.28%-542.4pp |
| Employer contribution / active EE | $5,195 | $3,615+43.7% | $3,023+71.8% | $4,663+11.4% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $6,285 | $13,335-52.9% | $9,455-33.5% | $13,402-53.1% |