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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 | $186,530 | $106,267+75.5% | $96,520+93.3% | $139,456+33.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 20.56% | 38.45%-17.9pp | 35.72%-15.2pp | 373.45%-352.9pp |
| Employer contribution / active EE | $3,254 | $4,105-20.7% | $3,739-13.0% | $4,753-31.5% |
| Participant deferral / active EE | $8,773 | $5,454+60.8% | $4,879+79.8% | $6,711+30.7% |
| Admin fee / account holder | $1,128 | $7,882-85.7% | $6,733-83.3% | $11,407-90.1% |