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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 | $213,276 | $105,284+102.6% | $150,734+41.5% | $94,015+126.9% |
| Participation rate | 17.8% | 71.7%-53.9pp | 78.4%-60.6pp | 70.8%-53.0pp |
| Annual return | 14.64% | 15.67%-1.0pp | 600.81%-586.2pp | 17.84%-3.2pp |
| Employer contribution / active EE | $2,783 | $3,599-22.7% | $4,918-43.4% | $2,790-0.3% |
| Participant deferral / active EE | $2,851 | $4,274-33.3% | $5,610-49.2% | $4,249-32.9% |
| Admin fee / account holder | $6,144 | $9,839-37.5% | $14,905-58.8% | $8,951-31.4% |