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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 | $191,169 | $114,119+67.5% | $107,187+78.4% | $138,895+37.6% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 79.9%-24.4pp |
| Annual return | 14.83% | 273.21%-258.4pp | 204.55%-189.7pp | 145.39%-130.6pp |
| Employer contribution / active EE | $2,348 | $4,059-42.1% | $3,782-37.9% | $4,194-44.0% |
| Participant deferral / active EE | $7,537 | $5,538+36.1% | $5,096+47.9% | $6,396+17.8% |
| Admin fee / account holder | $2,078 | $10,024-79.3% | $9,162-77.3% | $12,562-83.5% |