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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 | $242,276 | $118,496+104.5% | $98,461+146.1% | $139,466+73.7% |
| Participation rate | 66.7% | 77.5%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 13.10% | 18.96%-5.9pp | 21.17%-8.1pp | 373.66%-360.6pp |
| Employer contribution / active EE | $2,458 | $3,611-31.9% | $3,049-19.4% | $4,754-48.3% |
| Participant deferral / active EE | $5,001 | $5,393-7.3% | $4,738+5.5% | $6,712-25.5% |
| Admin fee / account holder | $7,772 | $14,056-44.7% | $8,961-13.3% | $11,409-31.9% |