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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 | $97,289+103.1% | $92,805+112.9% | $155,188+27.3% |
| Participation rate | 50.0% | 84.2%-34.2pp | 83.5%-33.5pp | 80.8%-30.8pp |
| Annual return | 22.05% | 29.03%-7.0pp | 31.59%-9.5pp | 148.84%-126.8pp |
| Employer contribution / active EE | $7,000 | $3,632+92.7% | $3,424+104.4% | $4,248+64.8% |
| Participant deferral / active EE | $11,750 | $8,795+33.6% | $8,448+39.1% | $6,531+79.9% |
| Admin fee / account holder | $780 | $12,015-93.5% | $10,911-92.9% | $14,480-94.6% |