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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 | $234,732 | $154,228+52.2% | $145,433+61.4% | $137,256+71.0% |
| Participation rate | 38.9% | 83.8%-44.9pp | 82.1%-43.2pp | 80.0%-41.1pp |
| Annual return | 19.54% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,077 | $4,804-56.8% | $4,554-54.4% | $4,156-50.0% |
| Participant deferral / active EE | $7,079 | $8,216-13.8% | $7,897-10.4% | $6,407+10.5% |
| Admin fee / account holder | $3,573 | $14,344-75.1% | $13,129-72.8% | $12,270-70.9% |