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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 | $219,123 | $103,393+111.9% | $87,103+151.6% | $152,909+43.3% |
| Participation rate | 69.6% | 79.4%-9.8pp | 76.9%-7.3pp | 82.5%-12.9pp |
| Annual return | 25.44% | 28.10%-2.7pp | 28.19%-2.8pp | 345.46%-320.0pp |
| Employer contribution / active EE | $1,515 | $3,221-53.0% | $2,521-39.9% | $4,764-68.2% |
| Participant deferral / active EE | $4,442 | $4,778-7.0% | $4,049+9.7% | $5,851-24.1% |
| Admin fee / account holder | $12,750 | $12,195+4.6% | $7,491+70.2% | $11,601+9.9% |