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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 | $229,936 | $111,787+105.7% | $93,681+145.4% | $145,978+57.5% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 17.05% | 203.52%-186.5pp | 133.47%-116.4pp | 550.52%-533.5pp |
| Employer contribution / active EE | $2,342 | $3,093-24.3% | $2,422-3.3% | $4,662-49.8% |
| Participant deferral / active EE | $4,796 | $4,918-2.5% | $4,415+8.6% | $6,690-28.3% |
| Admin fee / account holder | $4,812 | $10,256-53.1% | $8,290-41.9% | $13,400-64.1% |