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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 | $220,955 | $89,370+147.2% | $141,197+56.5% | $72,976+202.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.5%-22.5pp | 69.5%-9.5pp |
| Annual return | 20.45% | 111.88%-91.4pp | 71.41%-51.0pp | 81.02%-60.6pp |
| Employer contribution / active EE | $2,426 | $3,115-22.1% | $4,736-48.8% | $2,440-0.6% |
| Participant deferral / active EE | $5,745 | $5,419+6.0% | $6,710-14.4% | $3,608+59.2% |
| Admin fee / account holder | $3,595 | $5,957-39.7% | $10,265-65.0% | $5,124-29.8% |