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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 | $111,814+80.4% | $103,374+95.1% | $145,959+38.2% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 9.17% | 24.77%-15.6pp | 24.89%-15.7pp | 561.95%-552.8pp |
| Employer contribution / active EE | $2,398 | $4,214-43.1% | $3,869-38.0% | $4,661-48.6% |
| Participant deferral / active EE | $7,131 | $5,618+26.9% | $5,058+41.0% | $6,689+6.6% |
| Admin fee / account holder | $5,507 | $9,754-43.5% | $8,394-34.4% | $13,398-58.9% |