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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 | $243,114 | $182,442+33.3% | $163,379+48.8% | $138,895+75.0% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 14.52% | 72.74%-58.2pp | 63.41%-48.9pp | 145.39%-130.9pp |
| Employer contribution / active EE | $1,830 | $4,159-56.0% | $3,752-51.2% | $4,194-56.4% |
| Participant deferral / active EE | $3,165 | $6,817-53.6% | $6,282-49.6% | $6,396-50.5% |
| Admin fee / account holder | $10,178 | $10,396-2.1% | $9,818+3.7% | $12,562-19.0% |