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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 | $232,767 | $117,846+97.5% | $102,434+127.2% | $145,884+59.6% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 24.03% | 31.90%-7.9pp | 29.46%-5.4pp | 551.85%-527.8pp |
| Employer contribution / active EE | $2,062 | $3,615-43.0% | $3,023-31.8% | $4,662-55.8% |
| Participant deferral / active EE | $2,513 | $5,733-56.2% | $5,055-50.3% | $6,690-62.4% |
| Admin fee / account holder | $5,078 | $13,356-62.0% | $9,462-46.3% | $13,392-62.1% |