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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 | $234,005 | $48,327+384.2% | $67,575+246.3% | $80,935+189.1% |
| Participation rate | 50.0% | 66.4%-16.4pp | 72.9%-22.9pp | 67.7%-17.7pp |
| Annual return | 16.10% | 18.31%-2.2pp | 3528.98%-3512.9pp | 35.66%-19.6pp |
| Employer contribution / active EE | $2,933 | $2,022+45.0% | $2,736+7.2% | $2,757+6.4% |
| Participant deferral / active EE | $4,340 | $2,927+48.2% | $4,003+8.4% | $4,299+0.9% |
| Admin fee / account holder | $364 | $3,692-90.1% | $3,993-90.9% | $6,924-94.7% |