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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 | $210,880 | $111,814+88.6% | $103,378+104.0% | $145,978+44.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 10.58% | 24.80%-14.2pp | 24.91%-14.3pp | 550.52%-539.9pp |
| Employer contribution / active EE | $1,076 | $4,215-74.5% | $3,870-72.2% | $4,662-76.9% |
| Participant deferral / active EE | $10,500 | $5,618+86.9% | $5,058+107.6% | $6,690+57.0% |
| Admin fee / account holder | $1,412 | $9,764-85.5% | $8,401-83.2% | $13,400-89.5% |