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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 | $234,897 | $154,228+52.3% | $145,433+61.5% | $137,256+71.1% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 105.55% | 74.59%+31.0pp | 66.58%+39.0pp | 220.34%-114.8pp |
| Employer contribution / active EE | $1,934 | $4,804-59.7% | $4,554-57.5% | $4,156-53.5% |
| Participant deferral / active EE | $5,420 | $8,216-34.0% | $7,897-31.4% | $6,407-15.4% |
| Admin fee / account holder | $1,300 | $14,344-90.9% | $13,129-90.1% | $12,270-89.4% |