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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 | $223,340 | $117,895+89.4% | $102,460+118.0% | $145,897+53.1% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 11.11% | 31.92%-20.8pp | 29.47%-18.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,493 | $3,619-58.8% | $3,025-50.7% | $4,663-68.0% |
| Participant deferral / active EE | $7,781 | $5,736+35.6% | $5,056+53.9% | $6,689+16.3% |
| Admin fee / account holder | $1,085 | $13,353-91.9% | $9,460-88.5% | $13,390-91.9% |