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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 | $213,924 | $116,190+84.1% | $93,614+128.5% | $152,885+39.9% |
| Participation rate | 64.3% | 78.0%-13.8pp | 75.8%-11.5pp | 82.5%-18.2pp |
| Annual return | 22.81% | 35.96%-13.2pp | 32.76%-9.9pp | 345.39%-322.6pp |
| Employer contribution / active EE | $1,663 | $3,219-48.3% | $2,718-38.8% | $4,763-65.1% |
| Participant deferral / active EE | $4,859 | $4,604+5.5% | $4,069+19.4% | $5,851-16.9% |
| Admin fee / account holder | $11,301 | $10,749+5.1% | $7,889+43.2% | $11,598-2.6% |