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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 | $240,695 | $172,111+39.8% | $150,298+60.1% | $137,256+75.4% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 17.00% | 69.37%-52.4pp | 62.79%-45.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,982 | $4,636-57.3% | $4,154-52.3% | $4,156-52.3% |
| Participant deferral / active EE | $9,137 | $6,166+48.2% | $5,453+67.6% | $6,407+42.6% |
| Admin fee / account holder | $5,191 | $16,471-68.5% | $14,116-63.2% | $12,270-57.7% |