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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 | $155,643 | $103,393+50.5% | $87,103+78.7% | $152,909+1.8% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 20.62% | 28.10%-7.5pp | 28.19%-7.6pp | 345.46%-324.8pp |
| Employer contribution / active EE | $2,207 | $3,221-31.5% | $2,521-12.5% | $4,764-53.7% |
| Participant deferral / active EE | $6,198 | $4,778+29.7% | $4,049+53.1% | $5,851+5.9% |
| Admin fee / account holder | $22,677 | $12,195+86.0% | $7,491+202.7% | $11,601+95.5% |