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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 | $215,000 | $172,111+24.9% | $150,298+43.0% | $137,256+56.6% |
| Participation rate | 61.5% | 81.7%-20.2pp | 77.8%-16.2pp | 80.0%-18.4pp |
| Annual return | 13.72% | 69.37%-55.7pp | 62.79%-49.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,224 | $4,636-73.6% | $4,154-70.5% | $4,156-70.5% |
| Participant deferral / active EE | $5,141 | $6,166-16.6% | $5,453-5.7% | $6,407-19.8% |
| Admin fee / account holder | $102,284 | $16,471+521.0% | $14,116+624.6% | $12,270+733.6% |