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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 | $117,904+109.4% | $102,457+141.0% | $145,978+69.1% |
| Participation rate | 68.2% | 78.6%-10.4pp | 76.5%-8.3pp | 80.3%-12.1pp |
| Annual return | 14.63% | 31.80%-17.2pp | 29.41%-14.8pp | 550.52%-535.9pp |
| Employer contribution / active EE | $2,019 | $3,613-44.1% | $3,022-33.2% | $4,662-56.7% |
| Participant deferral / active EE | $5,282 | $5,733-7.9% | $5,054+4.5% | $6,690-21.0% |
| Admin fee / account holder | $1,834 | $13,329-86.2% | $9,451-80.6% | $13,400-86.3% |