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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 | $197,619 | $102,609+92.6% | $98,090+101.5% | $138,895+42.3% |
| Participation rate | 50.0% | 82.8%-32.8pp | 81.5%-31.5pp | 79.9%-29.9pp |
| Annual return | 22.05% | 36.44%-14.4pp | 37.05%-15.0pp | 145.39%-123.3pp |
| Employer contribution / active EE | $7,000 | $3,867+81.0% | $3,606+94.1% | $4,194+66.9% |
| Participant deferral / active EE | $11,750 | $8,167+43.9% | $7,845+49.8% | $6,396+83.7% |
| Admin fee / account holder | $780 | $11,434-93.2% | $11,815-93.4% | $12,562-93.8% |