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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 | $216,837 | $117,895+83.9% | $102,460+111.6% | $145,897+48.6% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 15.49% | 31.92%-16.4pp | 29.47%-14.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $1,601 | $3,619-55.8% | $3,025-47.1% | $4,663-65.7% |
| Participant deferral / active EE | $5,661 | $5,736-1.3% | $5,056+12.0% | $6,689-15.4% |
| Admin fee / account holder | $5,234 | $13,353-60.8% | $9,460-44.7% | $13,390-60.9% |