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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 | $242,964 | $185,312+31.1% | $161,489+50.5% | $154,746+57.0% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 13.89% | 103.84%-90.0pp | 89.72%-75.8pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,668 | $4,769-65.0% | $4,268-60.9% | $4,379-61.9% |
| Participant deferral / active EE | $12,174 | $6,350+91.7% | $5,630+116.2% | $6,730+80.9% |
| Admin fee / account holder | $8,973 | $18,654-51.9% | $16,006-43.9% | $14,365-37.5% |