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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 | $244,960 | $110,337+122.0% | $102,383+139.3% | $145,877+67.9% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 12.86% | 24.83%-12.0pp | 24.94%-12.1pp | 551.28%-538.4pp |
| Employer contribution / active EE | $2,870 | $4,216-31.9% | $3,870-25.8% | $4,663-38.4% |
| Participant deferral / active EE | $8,793 | $5,621+56.4% | $5,060+73.8% | $6,691+31.4% |
| Admin fee / account holder | $1,832 | $9,750-81.2% | $8,391-78.2% | $13,402-86.3% |