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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 | $230,509 | $99,345+132.0% | $84,753+172.0% | $273,972-15.9% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 7.39% | 22.93%-15.5pp | 22.78%-15.4pp | 41.46%-34.1pp |
| Employer contribution / active EE | $8,000 | $4,214+89.8% | $3,574+123.8% | $4,869+64.3% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $481 | $6,645-92.8% | $5,333-91.0% | $10,133-95.3% |