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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 | $235,847 | $211,288+11.6% | $178,540+32.1% | $145,884+61.7% |
| Participation rate | 45.5% | 80.8%-35.4pp | 77.1%-31.7pp | 80.3%-34.8pp |
| Annual return | 17.08% | 30.27%-13.2pp | 27.15%-10.1pp | 551.85%-534.8pp |
| Employer contribution / active EE | $1,788 | $4,574-60.9% | $3,953-54.8% | $4,662-61.6% |
| Participant deferral / active EE | $5,704 | $6,967-18.1% | $6,281-9.2% | $6,690-14.7% |
| Admin fee / account holder | $11,549 | $12,105-4.6% | $10,424+10.8% | $13,392-13.8% |