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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 | $239,216 | $162,785+47.0% | $133,959+78.6% | $158,950+50.5% |
| Participation rate | 33.3% | 83.2%-49.9pp | 79.8%-46.5pp | 82.0%-48.6pp |
| Annual return | 8.04% | 41.94%-33.9pp | 45.09%-37.1pp | 302.91%-294.9pp |
| Employer contribution / active EE | $3,845 | $4,975-22.7% | $3,919-1.9% | $4,762-19.3% |
| Participant deferral / active EE | $7,675 | $5,910+29.9% | $5,047+52.1% | $5,983+28.3% |
| Admin fee / account holder | $2,985 | $11,738-74.6% | $8,928-66.6% | $11,248-73.5% |