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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 | $202,657 | $102,938+96.9% | $94,105+115.4% | $138,895+45.9% |
| Participation rate | 61.1% | 74.6%-13.5pp | 71.9%-10.8pp | 79.9%-18.8pp |
| Annual return | 17.83% | 250.28%-232.5pp | 204.55%-186.7pp | 145.39%-127.6pp |
| Employer contribution / active EE | $1,109 | $2,732-59.4% | $2,504-55.7% | $4,194-73.5% |
| Participant deferral / active EE | $5,487 | $4,196+30.8% | $3,881+41.4% | $6,396-14.2% |
| Admin fee / account holder | $12,506 | $6,600+89.5% | $6,199+101.7% | $12,562-0.4% |