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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 | $246,379 | $154,209+59.8% | $130,062+89.4% | $139,487+76.6% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.4pp | 80.3%-23.2pp |
| Annual return | 27.00% | 32.52%-5.5pp | -137.37%+164.4pp | 373.84%-346.8pp |
| Employer contribution / active EE | $2,183 | $5,292-58.8% | $4,322-49.5% | $4,755-54.1% |
| Participant deferral / active EE | $9,216 | $6,709+37.4% | $5,821+58.3% | $6,713+37.3% |
| Admin fee / account holder | $826 | $13,988-94.1% | $10,601-92.2% | $11,407-92.8% |