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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 | $204,751 | $135,956+50.6% | $123,894+65.3% | $273,972-25.3% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 8.74% | 56.63%-47.9pp | 47.52%-38.8pp | 41.46%-32.7pp |
| Employer contribution / active EE | $2,324 | $5,170-55.1% | $4,617-49.7% | $4,869-52.3% |
| Participant deferral / active EE | $7,882 | $6,343+24.3% | $5,984+31.7% | $5,287+49.1% |
| Admin fee / account holder | $10,668 | $9,817+8.7% | $8,357+27.7% | $10,133+5.3% |