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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 | $208,424 | $165,399+26.0% | $149,745+39.2% | $158,982+31.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 8.80% | 348.34%-339.5pp | 276.72%-267.9pp | 302.99%-294.2pp |
| Employer contribution / active EE | $2,222 | $5,105-56.5% | $4,646-52.2% | $4,763-53.3% |
| Participant deferral / active EE | $4,706 | $7,183-34.5% | $6,843-31.2% | $5,983-21.4% |
| Admin fee / account holder | $5,018 | $10,811-53.6% | $9,312-46.1% | $11,252-55.4% |