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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 | $246,892 | $117,895+109.4% | $102,460+141.0% | $145,897+69.2% |
| Participation rate | 68.2% | 78.6%-10.5pp | 76.5%-8.3pp | 80.3%-12.1pp |
| Annual return | 14.63% | 31.92%-17.3pp | 29.47%-14.8pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,019 | $3,619-44.2% | $3,025-33.3% | $4,663-56.7% |
| Participant deferral / active EE | $5,282 | $5,736-7.9% | $5,056+4.5% | $6,689-21.0% |
| Admin fee / account holder | $1,834 | $13,353-86.3% | $9,460-80.6% | $13,390-86.3% |