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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 | $243,990 | $78,690+210.1% | $161,489+51.1% | $87,485+178.9% |
| Participation rate | 58.1% | 67.5%-9.4pp | 78.7%-20.6pp | 68.9%-10.9pp |
| Annual return | 15.99% | 32.74%-16.7pp | 89.72%-73.7pp | 26.06%-10.1pp |
| Employer contribution / active EE | $2,390 | $2,588-7.7% | $4,268-44.0% | $2,596-8.0% |
| Participant deferral / active EE | $6,367 | $3,311+92.3% | $5,630+13.1% | $4,274+49.0% |
| Admin fee / account holder | $1,364 | $6,724-79.7% | $16,006-91.5% | $7,775-82.5% |