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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 | $227,667 | $114,119+99.5% | $107,187+112.4% | $138,895+63.9% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 79.9%-22.8pp |
| Annual return | 18.64% | 273.21%-254.6pp | 204.55%-185.9pp | 145.39%-126.8pp |
| Employer contribution / active EE | $1,799 | $4,059-55.7% | $3,782-52.4% | $4,194-57.1% |
| Participant deferral / active EE | $6,361 | $5,538+14.9% | $5,096+24.8% | $6,396-0.6% |
| Admin fee / account holder | $443 | $10,024-95.6% | $9,162-95.2% | $12,562-96.5% |