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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 | $219,210 | $127,298+72.2% | $109,916+99.4% | $167,553+30.8% |
| Participation rate | 65.2% | 77.9%-12.7pp | 74.2%-9.0pp | 82.1%-16.9pp |
| Annual return | 15.41% | 22.97%-7.6pp | 29.46%-14.1pp | 478.89%-463.5pp |
| Employer contribution / active EE | $4,101 | $3,325+23.4% | $2,844+44.2% | $4,840-15.3% |
| Participant deferral / active EE | $6,219 | $4,513+37.8% | $4,047+53.7% | $6,343-1.9% |
| Admin fee / account holder | $12,397 | $7,119+74.1% | $6,069+104.3% | $12,316+0.7% |