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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 | $194,150 | $110,410+75.8% | $102,437+89.5% | $145,897+33.1% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 10.15% | 24.85%-14.7pp | 24.95%-14.8pp | 552.29%-542.1pp |
| Employer contribution / active EE | $2,079 | $4,217-50.7% | $3,871-46.3% | $4,663-55.4% |
| Participant deferral / active EE | $5,723 | $5,622+1.8% | $5,060+13.1% | $6,689-14.4% |
| Admin fee / account holder | $13,227 | $9,745+35.7% | $8,388+57.7% | $13,390-1.2% |