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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 | $187,059 | $88,672+111.0% | $105,223+77.8% | $82,448+126.9% |
| Participation rate | 60.0% | 67.9%-7.9pp | 75.0%-15.0pp | 68.1%-8.1pp |
| Annual return | 16.33% | 30.86%-14.5pp | 180.65%-164.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,990 | $3,048-1.9% | $3,689-18.9% | $2,551+17.2% |
| Participant deferral / active EE | $7,793 | $4,036+93.1% | $5,072+53.7% | $4,139+88.3% |
| Admin fee / account holder | $950 | $7,146-86.7% | $8,859-89.3% | $7,234-86.9% |