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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 | $230,540 | $115,225+100.1% | $100,712+128.9% | $138,895+66.0% |
| Participation rate | 52.2% | 74.3%-22.2pp | 69.3%-17.1pp | 79.9%-27.7pp |
| Annual return | 15.42% | 40.35%-24.9pp | 33.27%-17.8pp | 145.39%-130.0pp |
| Employer contribution / active EE | $2,752 | $2,771-0.7% | $2,313+19.0% | $4,194-34.4% |
| Participant deferral / active EE | $6,828 | $4,699+45.3% | $4,085+67.1% | $6,396+6.8% |
| Admin fee / account holder | $869 | $10,844-92.0% | $9,256-90.6% | $12,562-93.1% |