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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 | $220,519 | $23,330+845.2% | $64,489+241.9% | $82,448+167.5% |
| Participation rate | 33.3% | 68.3%-35.0pp | 67.7%-34.4pp | 68.1%-34.7pp |
| Annual return | 15.43% | 83.66%-68.2pp | 55.03%-39.6pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,350 | $824+185.1% | $1,523+54.3% | $2,551-7.9% |
| Participant deferral / active EE | $7,560 | $1,707+342.8% | $2,778+172.1% | $4,139+82.6% |
| Admin fee / account holder | $8,193 | $2,946+178.1% | $4,260+92.3% | $7,234+13.3% |