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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 | $220,596 | $109,372+101.7% | $89,414+146.7% | $158,966+38.8% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 25.99% | 345.55%-319.6pp | 245.50%-219.5pp | 302.95%-277.0pp |
| Employer contribution / active EE | $2,045 | $3,171-35.5% | $2,586-20.9% | $4,762-57.1% |
| Participant deferral / active EE | $4,649 | $4,598+1.1% | $3,890+19.5% | $5,983-22.3% |
| Admin fee / account holder | $7,514 | $6,156+22.0% | $4,883+53.9% | $11,250-33.2% |