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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 | $208,600 | $60,442+245.1% | $96,754+115.6% | $87,485+138.4% |
| Participation rate | 61.1% | 58.7%+2.4pp | 70.3%-9.2pp | 68.9%-7.8pp |
| Annual return | 21.20% | 21.97%-0.8pp | 82.04%-60.8pp | 26.06%-4.9pp |
| Employer contribution / active EE | $1,979 | $1,691+17.1% | $2,679-26.1% | $2,596-23.8% |
| Participant deferral / active EE | $5,793 | $3,280+76.6% | $4,758+21.8% | $4,274+35.6% |
| Admin fee / account holder | $892 | $5,069-82.4% | $8,905-90.0% | $7,775-88.5% |