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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 | $246,344 | $124,351+98.1% | $109,188+125.6% | $167,553+47.0% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 14.29% | 26.04%-11.8pp | 25.76%-11.5pp | 478.89%-464.6pp |
| Employer contribution / active EE | $2,111 | $4,210-49.8% | $3,723-43.3% | $4,840-56.4% |
| Participant deferral / active EE | $4,149 | $5,257-21.1% | $4,654-10.9% | $6,343-34.6% |
| Admin fee / account holder | $6,008 | $7,975-24.7% | $6,755-11.1% | $12,316-51.2% |