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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 | $215,765 | $125,184+72.4% | $105,607+104.3% | $145,884+47.9% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 11.14% | 225.00%-213.9pp | 116.11%-105.0pp | 551.85%-540.7pp |
| Employer contribution / active EE | $1,768 | $3,720-52.5% | $3,167-44.2% | $4,662-62.1% |
| Participant deferral / active EE | $2,863 | $5,714-49.9% | $5,011-42.9% | $6,690-57.2% |
| Admin fee / account holder | $5,697 | $17,133-66.7% | $10,958-48.0% | $13,392-57.5% |