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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 | $222,317 | $97,125+128.9% | $86,233+157.8% | $137,256+62.0% |
| Participation rate | 42.9% | 74.2%-31.3pp | 69.0%-26.2pp | 80.0%-37.1pp |
| Annual return | 23.06% | 74.19%-51.1pp | 61.39%-38.3pp | 220.34%-197.3pp |
| Employer contribution / active EE | $1,443 | $2,841-49.2% | $2,504-42.4% | $4,156-65.3% |
| Participant deferral / active EE | $5,549 | $5,180+7.1% | $4,559+21.7% | $6,407-13.4% |
| Admin fee / account holder | $451 | $9,725-95.4% | $8,342-94.6% | $12,270-96.3% |