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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 | $220,143 | $90,397+143.5% | $76,002+189.7% | $145,959+50.8% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.1%-29.1pp | 80.3%-40.3pp |
| Annual return | 9.32% | 621.97%-612.7pp | 360.07%-350.7pp | 561.95%-552.6pp |
| Employer contribution / active EE | $2,304 | $3,317-30.5% | $2,688-14.3% | $4,661-50.6% |
| Participant deferral / active EE | $8,100 | $5,163+56.9% | $4,257+90.3% | $6,689+21.1% |
| Admin fee / account holder | $4,461 | $8,369-46.7% | $6,414-30.4% | $13,398-66.7% |