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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 | $210,000 | $78,423+167.8% | $95,964+118.8% | $79,856+163.0% |
| Participation rate | 61.3% | 73.5%-12.2pp | 77.1%-15.8pp | 69.6%-8.4pp |
| Annual return | 12.06% | 19.37%-7.3pp | 91.64%-79.6pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,648 | $1,945-15.3% | $2,541-35.1% | $2,471-33.3% |
| Participant deferral / active EE | $5,733 | $3,440+66.6% | $4,167+37.6% | $3,741+53.3% |
| Admin fee / account holder | $3,315 | $5,622-41.0% | $6,797-51.2% | $5,306-37.5% |