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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 | $214,040 | $110,410+93.9% | $102,437+108.9% | $145,897+46.7% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 16.84% | 24.85%-8.0pp | 24.95%-8.1pp | 552.29%-535.4pp |
| Employer contribution / active EE | $2,213 | $4,217-47.5% | $3,871-42.8% | $4,663-52.5% |
| Participant deferral / active EE | $3,360 | $5,622-40.2% | $5,060-33.6% | $6,689-49.8% |
| Admin fee / account holder | $800 | $9,745-91.8% | $8,388-90.5% | $13,390-94.0% |