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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 | $210,703 | $117,895+78.7% | $102,460+105.6% | $145,897+44.4% |
| Participation rate | 63.6% | 78.6%-15.0pp | 76.5%-12.9pp | 80.3%-16.7pp |
| Annual return | 12.97% | 31.92%-19.0pp | 29.47%-16.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $2,567 | $3,619-29.1% | $3,025-15.1% | $4,663-44.9% |
| Participant deferral / active EE | $9,494 | $5,736+65.5% | $5,056+87.8% | $6,689+41.9% |
| Admin fee / account holder | $4,496 | $13,353-66.3% | $9,460-52.5% | $13,390-66.4% |