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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 | $165,000 | $110,337+49.5% | $102,383+61.2% | $145,877+13.1% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 19.37% | 24.83%-5.5pp | 24.94%-5.6pp | 551.28%-531.9pp |
| Employer contribution / active EE | $2,585 | $4,216-38.7% | $3,870-33.2% | $4,663-44.6% |
| Participant deferral / active EE | $8,639 | $5,621+53.7% | $5,060+70.7% | $6,691+29.1% |
| Admin fee / account holder | $16,843 | $9,750+72.8% | $8,391+100.7% | $13,402+25.7% |