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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 | $213,668 | $117,829+81.3% | $102,423+108.6% | $145,877+46.5% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 15.94% | 31.83%-15.9pp | 29.42%-13.5pp | 551.28%-535.3pp |
| Employer contribution / active EE | $3,179 | $3,615-12.0% | $3,023+5.2% | $4,663-31.8% |
| Participant deferral / active EE | $16,223 | $5,732+183.0% | $5,054+221.0% | $6,691+142.5% |
| Admin fee / account holder | $761 | $13,335-94.3% | $9,455-92.0% | $13,402-94.3% |