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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 | $182,221 | $111,814+63.0% | $103,378+76.3% | $145,978+24.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 10.71% | 24.80%-14.1pp | 24.91%-14.2pp | 550.52%-539.8pp |
| Employer contribution / active EE | $2,434 | $4,215-42.3% | $3,870-37.1% | $4,662-47.8% |
| Participant deferral / active EE | $9,353 | $5,618+66.5% | $5,058+84.9% | $6,690+39.8% |
| Admin fee / account holder | $1,071 | $9,764-89.0% | $8,401-87.3% | $13,400-92.0% |