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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 | $214,782 | $132,634+61.9% | $115,768+85.5% | $137,256+56.5% |
| Participation rate | 58.3% | 77.9%-19.5pp | 74.4%-16.1pp | 80.0%-21.6pp |
| Annual return | 17.05% | 160.70%-143.7pp | 100.46%-83.4pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,622 | $3,360-51.7% | $2,940-44.8% | $4,156-61.0% |
| Participant deferral / active EE | $7,733 | $5,619+37.6% | $4,917+57.3% | $6,407+20.7% |
| Admin fee / account holder | $1,535 | $15,028-89.8% | $12,439-87.7% | $12,270-87.5% |