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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 | $240,402 | $116,203+106.9% | $93,621+156.8% | $152,897+57.2% |
| Participation rate | 69.2% | 78.1%-8.8pp | 75.8%-6.6pp | 82.5%-13.2pp |
| Annual return | 17.56% | 35.96%-18.4pp | 32.76%-15.2pp | 345.43%-327.9pp |
| Employer contribution / active EE | $3,624 | $3,219+12.6% | $2,719+33.3% | $4,764-23.9% |
| Participant deferral / active EE | $5,747 | $4,605+24.8% | $4,070+41.2% | $5,851-1.8% |
| Admin fee / account holder | $6,336 | $10,751-41.1% | $7,890-19.7% | $11,599-45.4% |