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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 | $246,316 | $110,410+123.1% | $102,437+140.5% | $145,897+68.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 11.80% | 24.85%-13.0pp | 24.95%-13.1pp | 552.29%-540.5pp |
| Employer contribution / active EE | $2,629 | $4,217-37.6% | $3,871-32.1% | $4,663-43.6% |
| Participant deferral / active EE | $2,590 | $5,622-53.9% | $5,060-48.8% | $6,689-61.3% |
| Admin fee / account holder | $1,719 | $9,745-82.4% | $8,388-79.5% | $13,390-87.2% |