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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 | $111,814+85.8% | $103,378+101.0% | $145,978+42.4% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 10.56% | 24.80%-14.2pp | 24.91%-14.4pp | 550.52%-540.0pp |
| Employer contribution / active EE | $1,054 | $4,215-75.0% | $3,870-72.8% | $4,662-77.4% |
| Participant deferral / active EE | $1,550 | $5,618-72.4% | $5,058-69.4% | $6,690-76.8% |
| Admin fee / account holder | $6,671 | $9,764-31.7% | $8,401-20.6% | $13,400-50.2% |