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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 | $196,421 | $107,353+83.0% | $92,903+111.4% | $152,885+28.5% |
| Participation rate | 58.8% | 79.8%-21.0pp | 76.0%-17.2pp | 82.5%-23.6pp |
| Annual return | 23.00% | 145.62%-122.6pp | 109.43%-86.4pp | 345.39%-322.4pp |
| Employer contribution / active EE | $2,299 | $4,222-45.6% | $3,653-37.1% | $4,763-51.7% |
| Participant deferral / active EE | $5,899 | $4,848+21.7% | $4,238+39.2% | $5,851+0.8% |
| Admin fee / account holder | $3,174 | $7,081-55.2% | $5,795-45.2% | $11,598-72.6% |