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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 | $182,384 | $98,766+84.7% | $149,730+21.8% | $79,852+128.4% |
| Participation rate | 44.4% | 75.8%-31.3pp | 82.5%-38.0pp | 69.6%-25.2pp |
| Annual return | 27.03% | 27.43%-0.4pp | 276.70%-249.7pp | 31.72%-4.7pp |
| Employer contribution / active EE | $3,328 | $3,217+3.5% | $4,645-28.3% | $2,471+34.7% |
| Participant deferral / active EE | $8,787 | $5,681+54.7% | $6,843+28.4% | $3,740+134.9% |
| Admin fee / account holder | $7,850 | $6,052+29.7% | $9,310-15.7% | $5,306+47.9% |