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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 | $212,483 | $70,366+202.0% | $66,674+218.7% | $138,895+53.0% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 14.46% | 386.41%-371.9pp | 321.24%-306.8pp | 145.39%-130.9pp |
| Employer contribution / active EE | $2,335 | $2,765-15.5% | $2,620-10.9% | $4,194-44.3% |
| Participant deferral / active EE | $5,401 | $4,374+23.5% | $4,084+32.3% | $6,396-15.6% |
| Admin fee / account holder | $3,460 | $5,262-34.3% | $5,098-32.1% | $12,562-72.5% |