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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 | $210,293 | $93,345+125.3% | $119,126+76.5% | $87,485+140.4% |
| Participation rate | 60.0% | 68.7%-8.7pp | 75.8%-15.8pp | 68.9%-8.9pp |
| Annual return | 27.61% | 19.08%+8.5pp | 282.11%-254.5pp | 26.06%+1.6pp |
| Employer contribution / active EE | $1,795 | $3,172-43.4% | $4,034-55.5% | $2,596-30.9% |
| Participant deferral / active EE | $5,092 | $4,099+24.2% | $5,318-4.2% | $4,274+19.2% |
| Admin fee / account holder | $5,889 | $8,039-26.7% | $10,693-44.9% | $7,775-24.3% |