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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 | $207,815 | $117,829+76.4% | $102,423+102.9% | $145,877+42.5% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 12.34% | 31.83%-19.5pp | 29.42%-17.1pp | 551.28%-538.9pp |
| Employer contribution / active EE | $4,440 | $3,615+22.8% | $3,023+46.9% | $4,663-4.8% |
| Participant deferral / active EE | $10,173 | $5,732+77.5% | $5,054+101.3% | $6,691+52.1% |
| Admin fee / account holder | $466 | $13,335-96.5% | $9,455-95.1% | $13,402-96.5% |