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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 | $226,463 | $157,829+43.5% | $136,867+65.5% | $198,609+14.0% |
| Participation rate | 54.5% | 77.2%-22.6pp | 74.5%-20.0pp | 82.4%-27.8pp |
| Annual return | 15.90% | 51.25%-35.3pp | 42.97%-27.1pp | 202.70%-186.8pp |
| Employer contribution / active EE | $2,472 | $3,923-37.0% | $3,547-30.3% | $5,055-51.1% |
| Participant deferral / active EE | $8,807 | $5,463+61.2% | $4,924+78.9% | $6,977+26.2% |
| Admin fee / account holder | $1,934 | $11,107-82.6% | $10,340-81.3% | $19,030-89.8% |