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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 | $201,733 | $110,379+82.8% | $102,412+97.0% | $145,884+38.3% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 9.17% | 24.84%-15.7pp | 24.94%-15.8pp | 551.85%-542.7pp |
| Employer contribution / active EE | $2,398 | $4,216-43.1% | $3,870-38.0% | $4,662-48.6% |
| Participant deferral / active EE | $7,131 | $5,622+26.8% | $5,060+40.9% | $6,690+6.6% |
| Admin fee / account holder | $5,507 | $9,745-43.5% | $8,388-34.3% | $13,392-58.9% |