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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 | $226,385 | $108,212+109.2% | $77,513+192.1% | $158,966+42.4% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 16.35% | 31.67%-15.3pp | 54.81%-38.5pp | 302.95%-286.6pp |
| Employer contribution / active EE | $1,866 | $1,325+40.8% | $987+89.1% | $4,762-60.8% |
| Participant deferral / active EE | $12,864 | $2,455+423.9% | $1,861+591.2% | $5,983+115.0% |
| Admin fee / account holder | $19,533 | $3,709+426.6% | $2,859+583.2% | $11,250+73.6% |