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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 | $197,625 | $110,337+79.1% | $102,383+93.0% | $145,877+35.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 17.71% | 24.83%-7.1pp | 24.94%-7.2pp | 551.28%-533.6pp |
| Employer contribution / active EE | $3,090 | $4,216-26.7% | $3,870-20.2% | $4,663-33.7% |
| Participant deferral / active EE | $8,804 | $5,621+56.6% | $5,060+74.0% | $6,691+31.6% |
| Admin fee / account holder | $3,440 | $9,750-64.7% | $8,391-59.0% | $13,402-74.3% |