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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 | $197,752 | $114,119+73.3% | $107,187+84.5% | $138,895+42.4% |
| Participation rate | 68.8% | 78.1%-9.3pp | 75.0%-6.3pp | 79.9%-11.2pp |
| Annual return | 14.82% | 273.21%-258.4pp | 204.55%-189.7pp | 145.39%-130.6pp |
| Employer contribution / active EE | $2,325 | $4,059-42.7% | $3,782-38.5% | $4,194-44.6% |
| Participant deferral / active EE | $7,555 | $5,538+36.4% | $5,096+48.3% | $6,396+18.1% |
| Admin fee / account holder | $5,042 | $10,024-49.7% | $9,162-45.0% | $12,562-59.9% |