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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 | $191,465 | $111,535+71.7% | $105,223+82.0% | $137,256+39.5% |
| Participation rate | 45.5% | 78.1%-32.6pp | 75.0%-29.6pp | 80.0%-34.5pp |
| Annual return | 16.91% | 237.85%-220.9pp | 180.65%-163.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,594 | $3,939-59.5% | $3,689-56.8% | $4,156-61.6% |
| Participant deferral / active EE | $6,284 | $5,500+14.3% | $5,072+23.9% | $6,407-1.9% |
| Admin fee / account holder | $20,024 | $9,721+106.0% | $8,859+126.0% | $12,270+63.2% |