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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 | $223,719 | $110,337+102.8% | $102,383+118.5% | $145,877+53.4% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 12.55% | 24.83%-12.3pp | 24.94%-12.4pp | 551.28%-538.7pp |
| Employer contribution / active EE | $2,579 | $4,216-38.8% | $3,870-33.4% | $4,663-44.7% |
| Participant deferral / active EE | $5,587 | $5,621-0.6% | $5,060+10.4% | $6,691-16.5% |
| Admin fee / account holder | $1,971 | $9,750-79.8% | $8,391-76.5% | $13,402-85.3% |