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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 | $222,486 | $111,535+99.5% | $105,223+111.4% | $137,256+62.1% |
| Participation rate | 45.0% | 78.1%-33.1pp | 75.0%-30.0pp | 80.0%-35.0pp |
| Annual return | 17.71% | 237.85%-220.1pp | 180.65%-162.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,221 | $3,939-43.6% | $3,689-39.8% | $4,156-46.6% |
| Participant deferral / active EE | $5,078 | $5,500-7.7% | $5,072+0.1% | $6,407-20.7% |
| Admin fee / account holder | $1,677 | $9,721-82.7% | $8,859-81.1% | $12,270-86.3% |