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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 | $117,829+89.4% | $102,423+117.9% | $145,877+53.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 12.06% | 31.83%-19.8pp | 29.42%-17.4pp | 551.28%-539.2pp |
| Employer contribution / active EE | $2,956 | $3,615-18.2% | $3,023-2.2% | $4,663-36.6% |
| Participant deferral / active EE | $10,777 | $5,732+88.0% | $5,054+113.2% | $6,691+61.1% |
| Admin fee / account holder | $6,488 | $13,335-51.3% | $9,455-31.4% | $13,402-51.6% |