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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 | $221,646 | $154,228+43.7% | $145,433+52.4% | $137,256+61.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 17.19% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,808 | $4,804-62.4% | $4,554-60.3% | $4,156-56.5% |
| Participant deferral / active EE | $7,466 | $8,216-9.1% | $7,897-5.5% | $6,407+16.5% |
| Admin fee / account holder | $6,040 | $14,344-57.9% | $13,129-54.0% | $12,270-50.8% |