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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 | $126,113+60.7% | $116,096+74.6% | $155,188+30.6% |
| Participation rate | 61.1% | 75.1%-14.0pp | 73.3%-12.2pp | 80.8%-19.7pp |
| Annual return | 17.83% | 391.72%-373.9pp | 326.25%-308.4pp | 148.84%-131.0pp |
| Employer contribution / active EE | $1,109 | $2,672-58.5% | $2,503-55.7% | $4,248-73.9% |
| Participant deferral / active EE | $5,487 | $4,162+31.8% | $3,952+38.9% | $6,531-16.0% |
| Admin fee / account holder | $12,506 | $8,045+55.5% | $7,704+62.3% | $14,480-13.6% |