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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 | $217,944 | $114,119+91.0% | $107,187+103.3% | $138,895+56.9% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.0%-55.0pp | 79.9%-59.9pp |
| Annual return | 14.36% | 273.21%-258.8pp | 204.55%-190.2pp | 145.39%-131.0pp |
| Employer contribution / active EE | $1,494 | $4,059-63.2% | $3,782-60.5% | $4,194-64.4% |
| Participant deferral / active EE | $7,241 | $5,538+30.8% | $5,096+42.1% | $6,396+13.2% |
| Admin fee / account holder | $40,448 | $10,024+303.5% | $9,162+341.5% | $12,562+222.0% |