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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 | $248,140 | $211,288+17.4% | $178,540+39.0% | $145,884+70.1% |
| Participation rate | 43.8% | 80.8%-37.1pp | 77.1%-33.4pp | 80.3%-36.6pp |
| Annual return | 14.95% | 30.27%-15.3pp | 27.15%-12.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $2,052 | $4,574-55.1% | $3,953-48.1% | $4,662-56.0% |
| Participant deferral / active EE | $6,432 | $6,967-7.7% | $6,281+2.4% | $6,690-3.9% |
| Admin fee / account holder | $2,783 | $12,105-77.0% | $10,424-73.3% | $13,392-79.2% |