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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 | $219,526 | $114,013+92.5% | $103,693+111.7% | $155,188+41.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 15.66% | 49.31%-33.7pp | 47.61%-32.0pp | 148.84%-133.2pp |
| Employer contribution / active EE | $2,187 | $3,131-30.2% | $2,920-25.1% | $4,248-48.5% |
| Participant deferral / active EE | $5,296 | $4,970+6.6% | $4,579+15.7% | $6,531-18.9% |
| Admin fee / account holder | $553 | $8,407-93.4% | $7,858-93.0% | $14,480-96.2% |