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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 | $114,119+101.6% | $107,187+114.7% | $138,895+65.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 16.73% | 273.21%-256.5pp | 204.55%-187.8pp | 145.39%-128.7pp |
| Employer contribution / active EE | $964 | $4,059-76.3% | $3,782-74.5% | $4,194-77.0% |
| Participant deferral / active EE | $7,444 | $5,538+34.4% | $5,096+46.1% | $6,396+16.4% |
| Admin fee / account holder | $2,262 | $10,024-77.4% | $9,162-75.3% | $12,562-82.0% |