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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 | $231,836 | $138,385+67.5% | $184,243+25.8% | $80,925+186.5% |
| Participation rate | 56.7% | 83.9%-27.2pp | 86.8%-30.2pp | 67.7%-11.0pp |
| Annual return | 57.69% | 20.02%+37.7pp | 28.82%+28.9pp | 35.65%+22.0pp |
| Employer contribution / active EE | $2,906 | $4,851-40.1% | $6,427-54.8% | $2,756+5.4% |
| Participant deferral / active EE | $6,412 | $7,075-9.4% | $9,132-29.8% | $4,299+49.2% |
| Admin fee / account holder | $7,206 | $10,489-31.3% | $13,914-48.2% | $6,940+3.8% |