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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 | $190,950 | $108,922+75.3% | $100,398+90.2% | $145,978+30.8% |
| Participation rate | 57.1% | 83.0%-25.8pp | 81.5%-24.4pp | 80.3%-23.1pp |
| Annual return | 12.28% | 58.04%-45.8pp | 49.32%-37.0pp | 550.52%-538.2pp |
| Employer contribution / active EE | $1,865 | $4,426-57.9% | $3,946-52.7% | $4,662-60.0% |
| Participant deferral / active EE | $6,385 | $8,450-24.4% | $8,084-21.0% | $6,690-4.5% |
| Admin fee / account holder | $3,277 | $9,680-66.1% | $7,893-58.5% | $13,400-75.5% |