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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 | $129,737+77.4% | $119,126+93.1% | $154,746+48.7% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 16.73% | 379.08%-362.4pp | 282.11%-265.4pp | 172.34%-155.6pp |
| Employer contribution / active EE | $964 | $4,375-78.0% | $4,034-76.1% | $4,379-78.0% |
| Participant deferral / active EE | $7,444 | $5,842+27.4% | $5,318+40.0% | $6,730+10.6% |
| Admin fee / account holder | $2,262 | $11,961-81.1% | $10,693-78.9% | $14,365-84.3% |