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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 | $117,859+109.5% | $102,438+141.0% | $145,959+69.2% |
| Participation rate | 68.2% | 78.6%-10.4pp | 76.5%-8.3pp | 80.3%-12.1pp |
| Annual return | 14.63% | 31.72%-17.1pp | 29.37%-14.7pp | 561.95%-547.3pp |
| Employer contribution / active EE | $2,019 | $3,615-44.2% | $3,024-33.2% | $4,661-56.7% |
| Participant deferral / active EE | $5,282 | $5,732-7.9% | $5,054+4.5% | $6,689-21.0% |
| Admin fee / account holder | $1,834 | $13,318-86.2% | $9,448-80.6% | $13,398-86.3% |