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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 | $117,829+89.5% | $102,423+118.1% | $145,877+53.1% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 11.11% | 31.83%-20.7pp | 29.42%-18.3pp | 551.28%-540.2pp |
| Employer contribution / active EE | $1,493 | $3,615-58.7% | $3,023-50.6% | $4,663-68.0% |
| Participant deferral / active EE | $7,781 | $5,732+35.7% | $5,054+53.9% | $6,691+16.3% |
| Admin fee / account holder | $1,085 | $13,335-91.9% | $9,455-88.5% | $13,402-91.9% |