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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 | $234,171 | $114,119+105.2% | $107,187+118.5% | $138,895+68.6% |
| Participation rate | 41.7% | 78.1%-36.4pp | 75.0%-33.4pp | 79.9%-38.3pp |
| Annual return | 16.41% | 273.21%-256.8pp | 204.55%-188.1pp | 145.39%-129.0pp |
| Employer contribution / active EE | $1,933 | $4,059-52.4% | $3,782-48.9% | $4,194-53.9% |
| Participant deferral / active EE | $8,122 | $5,538+46.7% | $5,096+59.4% | $6,396+27.0% |
| Admin fee / account holder | $3,016 | $10,024-69.9% | $9,162-67.1% | $12,562-76.0% |