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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 | $180,715 | $156,616+15.4% | $133,346+35.5% | $198,609-9.0% |
| Participation rate | 62.5% | 77.7%-15.2pp | 72.8%-10.3pp | 82.4%-19.9pp |
| Annual return | 8.65% | 44.25%-35.6pp | 36.85%-28.2pp | 202.70%-194.0pp |
| Employer contribution / active EE | $2,760 | $3,368-18.1% | $2,853-3.3% | $5,055-45.4% |
| Participant deferral / active EE | $6,985 | $4,920+42.0% | $4,332+61.2% | $6,977+0.1% |
| Admin fee / account holder | $2,764 | $17,468-84.2% | $14,264-80.6% | $19,030-85.5% |