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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 | $114,119+95.0% | $107,187+107.6% | $138,895+60.2% |
| Participation rate | 45.0% | 78.1%-33.1pp | 75.0%-30.0pp | 79.9%-34.9pp |
| Annual return | 17.71% | 273.21%-255.5pp | 204.55%-186.8pp | 145.39%-127.7pp |
| Employer contribution / active EE | $2,221 | $4,059-45.3% | $3,782-41.3% | $4,194-47.1% |
| Participant deferral / active EE | $5,078 | $5,538-8.3% | $5,096-0.3% | $6,396-20.6% |
| Admin fee / account holder | $1,677 | $10,024-83.3% | $9,162-81.7% | $12,562-86.7% |