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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 | $230,789 | $114,119+102.2% | $107,187+115.3% | $138,895+66.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 19.33% | 273.21%-253.9pp | 204.55%-185.2pp | 145.39%-126.1pp |
| Employer contribution / active EE | $1,961 | $4,059-51.7% | $3,782-48.2% | $4,194-53.3% |
| Participant deferral / active EE | $10,102 | $5,538+82.4% | $5,096+98.2% | $6,396+57.9% |
| Admin fee / account holder | $898 | $10,024-91.0% | $9,162-90.2% | $12,562-92.8% |