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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 | $203,809 | $118,467+72.0% | $98,450+107.0% | $139,456+46.1% |
| Participation rate | 60.0% | 77.5%-17.5pp | 75.2%-15.2pp | 80.3%-20.3pp |
| Annual return | 13.84% | 18.95%-5.1pp | 21.16%-7.3pp | 373.45%-359.6pp |
| Employer contribution / active EE | $2,490 | $3,611-31.0% | $3,049-18.3% | $4,753-47.6% |
| Participant deferral / active EE | $6,606 | $5,393+22.5% | $4,739+39.4% | $6,711-1.6% |
| Admin fee / account holder | $1,613 | $14,057-88.5% | $8,961-82.0% | $11,407-85.9% |