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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 | $185,312+16.0% | $161,489+33.1% | $154,746+38.9% |
| Participation rate | 61.5% | 82.5%-20.9pp | 78.7%-17.2pp | 80.7%-19.2pp |
| Annual return | 13.72% | 103.84%-90.1pp | 89.72%-76.0pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,224 | $4,769-74.3% | $4,268-71.3% | $4,379-72.0% |
| Participant deferral / active EE | $5,141 | $6,350-19.0% | $5,630-8.7% | $6,730-23.6% |
| Admin fee / account holder | $102,284 | $18,654+448.3% | $16,006+539.0% | $14,365+612.0% |