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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 | $185,312+29.9% | $161,489+49.0% | $154,746+55.5% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 17.00% | 103.84%-86.8pp | 89.72%-72.7pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,982 | $4,769-58.4% | $4,268-53.6% | $4,379-54.7% |
| Participant deferral / active EE | $9,137 | $6,350+43.9% | $5,630+62.3% | $6,730+35.8% |
| Admin fee / account holder | $5,191 | $18,654-72.2% | $16,006-67.6% | $14,365-63.9% |