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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 | $93,345+128.5% | $119,126+79.0% | $87,485+143.8% |
| Participation rate | 17.8% | 68.7%-50.9pp | 75.8%-58.0pp | 68.9%-51.1pp |
| Annual return | 14.64% | 19.08%-4.4pp | 282.11%-267.5pp | 26.06%-11.4pp |
| Employer contribution / active EE | $2,783 | $3,172-12.3% | $4,034-31.0% | $2,596+7.2% |
| Participant deferral / active EE | $2,851 | $4,099-30.4% | $5,318-46.4% | $4,274-33.3% |
| Admin fee / account holder | $6,144 | $8,039-23.6% | $10,693-42.5% | $7,775-21.0% |