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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 | $230,091 | $111,535+106.3% | $105,223+118.7% | $137,256+67.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 16.73% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $964 | $3,939-75.5% | $3,689-73.9% | $4,156-76.8% |
| Participant deferral / active EE | $7,444 | $5,500+35.3% | $5,072+46.8% | $6,407+16.2% |
| Admin fee / account holder | $2,262 | $9,721-76.7% | $8,859-74.5% | $12,270-81.6% |