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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 | $207,800 | $110,379+88.3% | $102,412+102.9% | $145,884+42.4% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 10.56% | 24.84%-14.3pp | 24.94%-14.4pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,054 | $4,216-75.0% | $3,870-72.8% | $4,662-77.4% |
| Participant deferral / active EE | $1,550 | $5,622-72.4% | $5,060-69.4% | $6,690-76.8% |
| Admin fee / account holder | $6,671 | $9,745-31.5% | $8,388-20.5% | $13,392-50.2% |