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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 | $169,485 | $110,379+53.5% | $102,412+65.5% | $145,884+16.2% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 13.29% | 24.84%-11.6pp | 24.94%-11.7pp | 551.85%-538.6pp |
| Employer contribution / active EE | $2,315 | $4,216-45.1% | $3,870-40.2% | $4,662-50.3% |
| Participant deferral / active EE | $8,925 | $5,622+58.8% | $5,060+76.4% | $6,690+33.4% |
| Admin fee / account holder | $5,440 | $9,745-44.2% | $8,388-35.1% | $13,392-59.4% |