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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 | $208,368 | $110,248+89.0% | $95,728+117.7% | $139,456+49.4% |
| Participation rate | 50.0% | 75.7%-25.7pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 11.69% | 27.16%-15.5pp | 28.40%-16.7pp | 373.45%-361.8pp |
| Employer contribution / active EE | $2,852 | $3,258-12.5% | $2,835+0.6% | $4,753-40.0% |
| Participant deferral / active EE | $5,136 | $4,675+9.8% | $4,245+21.0% | $6,711-23.5% |
| Admin fee / account holder | $1,865 | $6,607-71.8% | $5,673-67.1% | $11,407-83.7% |