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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 | $194,113 | $126,519+53.4% | $106,201+82.8% | $145,959+33.0% |
| Participation rate | 58.8% | 77.7%-18.8pp | 75.3%-16.5pp | 80.3%-21.5pp |
| Annual return | 11.05% | 225.10%-214.1pp | 116.26%-105.2pp | 561.95%-550.9pp |
| Employer contribution / active EE | $2,108 | $3,726-43.4% | $3,170-33.5% | $4,661-54.8% |
| Participant deferral / active EE | $4,578 | $5,716-19.9% | $5,012-8.7% | $6,689-31.5% |
| Admin fee / account holder | $1,159 | $17,312-93.3% | $11,039-89.5% | $13,398-91.3% |