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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 | $213,276 | $88,672+140.5% | $105,223+102.7% | $82,448+158.7% |
| Participation rate | 17.8% | 67.9%-50.1pp | 75.0%-57.2pp | 68.1%-50.3pp |
| Annual return | 14.64% | 30.86%-16.2pp | 180.65%-166.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,783 | $3,048-8.7% | $3,689-24.6% | $2,551+9.1% |
| Participant deferral / active EE | $2,851 | $4,036-29.4% | $5,072-43.8% | $4,139-31.1% |
| Admin fee / account holder | $6,144 | $7,146-14.0% | $8,859-30.6% | $7,234-15.1% |