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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 | $219,253 | $106,280+106.3% | $96,538+127.1% | $139,487+57.2% |
| Participation rate | 69.2% | 77.8%-8.6pp | 74.3%-5.1pp | 80.3%-11.1pp |
| Annual return | 24.43% | 38.48%-14.1pp | 35.74%-11.3pp | 373.84%-349.4pp |
| Employer contribution / active EE | $1,752 | $4,107-57.3% | $3,740-53.1% | $4,755-63.1% |
| Participant deferral / active EE | $5,172 | $5,457-5.2% | $4,880+6.0% | $6,713-23.0% |
| Admin fee / account holder | $6,998 | $7,888-11.3% | $6,737+3.9% | $11,407-38.7% |