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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 | $202,402 | $67,823+198.4% | $52,425+286.1% | $137,256+47.5% |
| Participation rate | 60.0% | 63.9%-3.9pp | 55.6%+4.4pp | 80.0%-20.0pp |
| Annual return | 17.60% | 219.11%-201.5pp | 302.12%-284.5pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,785 | $1,163+53.5% | $914+95.2% | $4,156-57.1% |
| Participant deferral / active EE | $4,352 | $2,288+90.2% | $1,790+143.1% | $6,407-32.1% |
| Admin fee / account holder | $810 | $2,844-71.5% | $2,495-67.5% | $12,270-93.4% |