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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 | $244,152 | $114,119+113.9% | $107,187+127.8% | $138,895+75.8% |
| Participation rate | 36.8% | 78.1%-41.2pp | 75.0%-38.2pp | 79.9%-43.1pp |
| Annual return | 15.91% | 273.21%-257.3pp | 204.55%-188.6pp | 145.39%-129.5pp |
| Employer contribution / active EE | $990 | $4,059-75.6% | $3,782-73.8% | $4,194-76.4% |
| Participant deferral / active EE | $2,042 | $5,538-63.1% | $5,096-59.9% | $6,396-68.1% |
| Admin fee / account holder | $1,201 | $10,024-88.0% | $9,162-86.9% | $12,562-90.4% |