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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 | $207,128 | $118,877+74.2% | $96,570+114.5% | $167,536+23.6% |
| Participation rate | 42.9% | 75.5%-32.6pp | 69.8%-27.0pp | 82.1%-39.3pp |
| Annual return | 10.27% | 50.50%-40.2pp | 37.79%-27.5pp | 478.82%-468.5pp |
| Employer contribution / active EE | $2,385 | $3,121-23.6% | $2,357+1.2% | $4,839-50.7% |
| Participant deferral / active EE | $7,229 | $4,617+56.6% | $3,849+87.8% | $6,342+14.0% |
| Admin fee / account holder | $2,160 | $8,069-73.2% | $6,182-65.1% | $12,315-82.5% |