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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 | $221,698 | $102,938+115.4% | $94,105+135.6% | $138,895+59.6% |
| Participation rate | 50.0% | 74.6%-24.6pp | 71.9%-21.9pp | 79.9%-29.9pp |
| Annual return | 15.84% | 250.28%-234.4pp | 204.55%-188.7pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,588 | $2,732-41.9% | $2,504-36.6% | $4,194-62.1% |
| Participant deferral / active EE | $6,466 | $4,196+54.1% | $3,881+66.6% | $6,396+1.1% |
| Admin fee / account holder | $749 | $6,600-88.7% | $6,199-87.9% | $12,562-94.0% |