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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 | $248,011 | $108,882+127.8% | $96,754+156.3% | $154,746+60.3% |
| Participation rate | 62.5% | 75.1%-12.6pp | 70.3%-7.8pp | 80.7%-18.2pp |
| Annual return | 12.43% | 98.39%-86.0pp | 82.04%-69.6pp | 172.34%-159.9pp |
| Employer contribution / active EE | $3,125 | $3,018+3.5% | $2,679+16.7% | $4,379-28.6% |
| Participant deferral / active EE | $3,967 | $5,323-25.5% | $4,758-16.6% | $6,730-41.1% |
| Admin fee / account holder | $5,274 | $10,200-48.3% | $8,905-40.8% | $14,365-63.3% |