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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 | $189,564 | $100,279+89.0% | $81,353+133.0% | $145,884+29.9% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 7.77% | 34.49%-26.7pp | 24.82%-17.1pp | 551.85%-544.1pp |
| Employer contribution / active EE | $2,151 | $2,979-27.8% | $2,464-12.7% | $4,662-53.9% |
| Participant deferral / active EE | $7,042 | $4,611+52.7% | $3,885+81.3% | $6,690+5.3% |
| Admin fee / account holder | $813 | $8,206-90.1% | $5,766-85.9% | $13,392-93.9% |