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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 | $226,088 | $108,212+108.9% | $77,513+191.7% | $158,966+42.2% |
| Participation rate | 30.0% | 64.4%-34.4pp | 54.2%-24.2pp | 82.0%-52.0pp |
| Annual return | 18.54% | 31.67%-13.1pp | 54.81%-36.3pp | 302.95%-284.4pp |
| Employer contribution / active EE | $1,875 | $1,325+41.5% | $987+90.0% | $4,762-60.6% |
| Participant deferral / active EE | $5,850 | $2,455+138.2% | $1,861+214.3% | $5,983-2.2% |
| Admin fee / account holder | $1,220 | $3,709-67.1% | $2,859-57.3% | $11,250-89.2% |