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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 | $243,941 | $104,937+132.5% | $84,628+188.3% | $152,897+59.5% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.5%-22.5pp |
| Annual return | 32.66% | 373.88%-341.2pp | 258.80%-226.1pp | 345.43%-312.8pp |
| Employer contribution / active EE | $1,996 | $3,303-39.6% | $2,653-24.7% | $4,764-58.1% |
| Participant deferral / active EE | $5,200 | $4,690+10.9% | $3,900+33.3% | $5,851-11.1% |
| Admin fee / account holder | $3,361 | $6,243-46.2% | $4,914-31.6% | $11,599-71.0% |