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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 | $223,168 | $117,895+89.3% | $102,460+117.8% | $145,897+53.0% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 12.06% | 31.92%-19.9pp | 29.47%-17.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $2,956 | $3,619-18.3% | $3,025-2.3% | $4,663-36.6% |
| Participant deferral / active EE | $10,777 | $5,736+87.9% | $5,056+113.1% | $6,689+61.1% |
| Admin fee / account holder | $6,488 | $13,353-51.4% | $9,460-31.4% | $13,390-51.5% |