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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 | $227,623 | $165,399+37.6% | $149,745+52.0% | $158,982+43.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 18.82% | 348.34%-329.5pp | 276.72%-257.9pp | 302.99%-284.2pp |
| Employer contribution / active EE | $2,309 | $5,105-54.8% | $4,646-50.3% | $4,763-51.5% |
| Participant deferral / active EE | $5,501 | $7,183-23.4% | $6,843-19.6% | $5,983-8.1% |
| Admin fee / account holder | $1,401 | $10,811-87.0% | $9,312-85.0% | $11,252-87.5% |