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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 | $222,496 | $114,013+95.1% | $103,693+114.6% | $155,188+43.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 14.15% | 49.31%-35.2pp | 47.61%-33.5pp | 148.84%-134.7pp |
| Employer contribution / active EE | $1,983 | $3,131-36.7% | $2,920-32.1% | $4,248-53.3% |
| Participant deferral / active EE | $6,873 | $4,970+38.3% | $4,579+50.1% | $6,531+5.2% |
| Admin fee / account holder | $1,788 | $8,407-78.7% | $7,858-77.2% | $14,480-87.7% |