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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 | $182,717 | $58,311+213.4% | $81,882+123.1% | $80,959+125.7% |
| Participation rate | 40.7% | 63.5%-22.7pp | 72.4%-31.6pp | 67.7%-26.9pp |
| Annual return | 12.98% | 41.85%-28.9pp | 779.47%-766.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $2,538 | $2,347+8.1% | $2,916-13.0% | $2,757-8.0% |
| Participant deferral / active EE | $7,925 | $3,287+141.1% | $4,323+83.3% | $4,300+84.3% |
| Admin fee / account holder | $770 | $4,752-83.8% | $7,360-89.5% | $6,925-88.9% |