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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 | $236,208 | $124,336+90.0% | $111,303+112.2% | $167,518+41.0% |
| Participation rate | 59.1% | 79.6%-20.5pp | 77.3%-18.2pp | 82.1%-23.0pp |
| Annual return | 16.71% | 37.45%-20.7pp | 54.66%-38.0pp | 478.71%-462.0pp |
| Employer contribution / active EE | $1,947 | $3,436-43.3% | $2,731-28.7% | $4,838-59.8% |
| Participant deferral / active EE | $4,210 | $5,181-18.7% | $4,487-6.2% | $6,342-33.6% |
| Admin fee / account holder | $9,732 | $10,623-8.4% | $7,966+22.2% | $12,312-21.0% |