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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 | $197,631 | $95,580+106.8% | $76,872+157.1% | $139,466+41.7% |
| Participation rate | 66.7% | 74.0%-7.3pp | 69.6%-2.9pp | 80.3%-13.7pp |
| Annual return | 24.11% | 55.00%-30.9pp | 37.90%-13.8pp | 373.66%-349.6pp |
| Employer contribution / active EE | $2,360 | $3,145-25.0% | $2,533-6.8% | $4,754-50.4% |
| Participant deferral / active EE | $6,607 | $4,623+42.9% | $3,832+72.4% | $6,712-1.6% |
| Admin fee / account holder | $444 | $8,302-94.7% | $5,476-91.9% | $11,409-96.1% |