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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 | $58,258+301.1% | $81,820+185.6% | $80,925+188.8% |
| Participation rate | 51.5% | 63.5%-11.9pp | 72.4%-20.9pp | 67.7%-16.1pp |
| Annual return | 14.52% | 41.76%-27.2pp | 777.93%-763.4pp | 35.65%-21.1pp |
| Employer contribution / active EE | $2,116 | $2,345-9.8% | $2,915-27.4% | $2,756-23.2% |
| Participant deferral / active EE | $6,326 | $3,284+92.7% | $4,323+46.4% | $4,299+47.2% |
| Admin fee / account holder | $6,840 | $4,976+37.5% | $7,391-7.4% | $6,940-1.4% |