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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 | $114,235 | $69,118+65.3% | $53,647+112.9% | $138,895-17.8% |
| Participation rate | 57.1% | 64.0%-6.8pp | 56.3%+0.9pp | 79.9%-22.8pp |
| Annual return | 18.36% | 248.26%-229.9pp | 358.33%-340.0pp | 145.39%-127.0pp |
| Employer contribution / active EE | $2,412 | $1,189+102.8% | $962+150.8% | $4,194-42.5% |
| Participant deferral / active EE | $5,907 | $2,274+159.8% | $1,813+225.8% | $6,396-7.6% |
| Admin fee / account holder | $2,314 | $2,724-15.1% | $2,460-5.9% | $12,562-81.6% |