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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 | $212,267 | $157,276+35.0% | $141,177+50.4% | $152,885+38.8% |
| Participation rate | 64.7% | 84.8%-20.1pp | 82.5%-17.8pp | 82.5%-17.7pp |
| Annual return | 20.24% | 64.33%-44.1pp | 71.40%-51.2pp | 345.39%-325.1pp |
| Employer contribution / active EE | $1,608 | $5,262-69.4% | $4,736-66.0% | $4,763-66.2% |
| Participant deferral / active EE | $8,105 | $7,110+14.0% | $6,710+20.8% | $5,851+38.5% |
| Admin fee / account holder | $2,499 | $12,123-79.4% | $10,263-75.7% | $11,598-78.5% |