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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 | $231,614 | $114,119+103.0% | $107,187+116.1% | $138,895+66.8% |
| Participation rate | 61.5% | 78.1%-16.5pp | 75.0%-13.5pp | 79.9%-18.4pp |
| Annual return | 20.18% | 273.21%-253.0pp | 204.55%-184.4pp | 145.39%-125.2pp |
| Employer contribution / active EE | $2,087 | $4,059-48.6% | $3,782-44.8% | $4,194-50.2% |
| Participant deferral / active EE | $2,846 | $5,538-48.6% | $5,096-44.1% | $6,396-55.5% |
| Admin fee / account holder | $4,172 | $10,024-58.4% | $9,162-54.5% | $12,562-66.8% |