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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 | $161,454 | $117,846+37.0% | $102,434+57.6% | $145,884+10.7% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.1pp |
| Annual return | 11.06% | 31.90%-20.8pp | 29.46%-18.4pp | 551.85%-540.8pp |
| Employer contribution / active EE | $2,204 | $3,615-39.0% | $3,023-27.1% | $4,662-52.7% |
| Participant deferral / active EE | $8,411 | $5,733+46.7% | $5,055+66.4% | $6,690+25.7% |
| Admin fee / account holder | $1,266 | $13,356-90.5% | $9,462-86.6% | $13,392-90.5% |