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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 | $195,375 | $70,666+176.5% | $169,385+15.3% | $75,181+159.9% |
| Participation rate | 66.7% | 64.8%+1.9pp | 77.2%-10.5pp | 67.2%-0.5pp |
| Annual return | 25.44% | 36.37%-10.9pp | 405.82%-380.4pp | 160.69%-135.2pp |
| Employer contribution / active EE | $1,205 | $2,210-45.5% | $4,012-70.0% | $2,671-54.9% |
| Participant deferral / active EE | $9,048 | $4,308+110.0% | $6,221+45.5% | $4,126+119.3% |
| Admin fee / account holder | $6,009 | $5,402+11.2% | $9,011-33.3% | $5,650+6.4% |