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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 | $154,837 | $114,119+35.7% | $107,187+44.5% | $138,895+11.5% |
| Participation rate | 54.2% | 78.1%-23.9pp | 75.0%-20.9pp | 79.9%-25.8pp |
| Annual return | 14.69% | 273.21%-258.5pp | 204.55%-189.9pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,567 | $4,059-61.4% | $3,782-58.6% | $4,194-62.6% |
| Participant deferral / active EE | $3,356 | $5,538-39.4% | $5,096-34.1% | $6,396-47.5% |
| Admin fee / account holder | $6,561 | $10,024-34.5% | $9,162-28.4% | $12,562-47.8% |