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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 | $210,581 | $70,366+199.3% | $66,674+215.8% | $138,895+51.6% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 16.95% | 386.41%-369.5pp | 321.24%-304.3pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,232 | $2,765-55.4% | $2,620-53.0% | $4,194-70.6% |
| Participant deferral / active EE | $9,512 | $4,374+117.5% | $4,084+132.9% | $6,396+48.7% |
| Admin fee / account holder | $981 | $5,262-81.4% | $5,098-80.8% | $12,562-92.2% |