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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 | $209,323 | $111,535+87.7% | $105,223+98.9% | $137,256+52.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 15.14% | 237.85%-222.7pp | 180.65%-165.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,759 | $3,939-55.4% | $3,689-52.3% | $4,156-57.7% |
| Participant deferral / active EE | $6,666 | $5,500+21.2% | $5,072+31.4% | $6,407+4.0% |
| Admin fee / account holder | $704 | $9,721-92.8% | $8,859-92.1% | $12,270-94.3% |