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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 | $163,769 | $117,895+38.9% | $102,460+59.8% | $145,897+12.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 23.28% | 31.92%-8.6pp | 29.47%-6.2pp | 552.29%-529.0pp |
| Employer contribution / active EE | $3,334 | $3,619-7.9% | $3,025+10.2% | $4,663-28.5% |
| Participant deferral / active EE | $11,574 | $5,736+101.8% | $5,056+128.9% | $6,689+73.0% |
| Admin fee / account holder | $6,047 | $13,353-54.7% | $9,460-36.1% | $13,390-54.8% |