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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 | $204,416 | $70,366+190.5% | $66,674+206.6% | $138,895+47.2% |
| Participation rate | 52.4% | 76.2%-23.8pp | 73.7%-21.3pp | 79.9%-27.5pp |
| Annual return | 18.38% | 386.41%-368.0pp | 321.24%-302.9pp | 145.39%-127.0pp |
| Employer contribution / active EE | $2,208 | $2,765-20.1% | $2,620-15.7% | $4,194-47.3% |
| Participant deferral / active EE | $5,856 | $4,374+33.9% | $4,084+43.4% | $6,396-8.4% |
| Admin fee / account holder | $1,547 | $5,262-70.6% | $5,098-69.7% | $12,562-87.7% |