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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 | $233,685 | $58,311+300.8% | $81,882+185.4% | $80,959+188.6% |
| Participation rate | 51.5% | 63.5%-12.0pp | 72.4%-20.9pp | 67.7%-16.2pp |
| Annual return | 14.52% | 41.85%-27.3pp | 779.47%-765.0pp | 35.67%-21.1pp |
| Employer contribution / active EE | $2,116 | $2,347-9.8% | $2,916-27.4% | $2,757-23.2% |
| Participant deferral / active EE | $6,326 | $3,287+92.5% | $4,323+46.3% | $4,300+47.1% |
| Admin fee / account holder | $6,840 | $4,752+43.9% | $7,360-7.1% | $6,925-1.2% |