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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 | $240,653 | $102,609+134.5% | $98,090+145.3% | $138,895+73.3% |
| Participation rate | 50.0% | 82.8%-32.8pp | 81.5%-31.5pp | 79.9%-29.9pp |
| Annual return | 27.91% | 36.44%-8.5pp | 37.05%-9.1pp | 145.39%-117.5pp |
| Employer contribution / active EE | $3,633 | $3,867-6.1% | $3,606+0.7% | $4,194-13.4% |
| Participant deferral / active EE | $11,239 | $8,167+37.6% | $7,845+43.3% | $6,396+75.7% |
| Admin fee / account holder | $900 | $11,434-92.1% | $11,815-92.4% | $12,562-92.8% |